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 | $170,961 | $115,770+47.7% | $101,248+68.9% | $158,922+7.6% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 13.80% | 56.14%-42.3pp | 46.47%-32.7pp | 302.83%-289.0pp |
| Employer contribution / active EE | $11,600 | $4,175+177.9% | $3,660+217.0% | $4,761+143.6% |
| Participant deferral / active EE | $6,082 | $4,957+22.7% | $4,370+39.2% | $5,982+1.7% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |