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 | $148,155 | $105,998+39.8% | $92,233+60.6% | $147,584+0.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.97% | 50.05%-38.1pp | 176.28%-164.3pp | 578.55%-566.6pp |
| Employer contribution / active EE | $7,070 | $4,333+63.2% | $3,679+92.1% | $4,876+45.0% |
| Participant deferral / active EE | $11,398 | $4,478+154.5% | $3,897+192.5% | $5,439+109.6% |
| Admin fee / account holder | $214 | $6,332-96.6% | $5,194-95.9% | $10,885-98.0% |