See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,527 | $157,256+11.6% | $141,162+24.3% | $152,861+14.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.67% | 64.32%-45.7pp | 71.39%-52.7pp | 345.32%-326.6pp |
| Employer contribution / active EE | $2,719 | $5,261-48.3% | $4,735-42.6% | $4,762-42.9% |
| Participant deferral / active EE | $8,516 | $7,109+19.8% | $6,709+26.9% | $5,850+45.6% |
| Admin fee / account holder | $8 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |