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 | $228,795 | $114,047+100.6% | $96,139+138.0% | $167,490+36.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 15.41% | 189.88%-174.5pp | 191.94%-176.5pp | 478.56%-463.1pp |
| Employer contribution / active EE | $2,962 | $3,427-13.6% | $2,797+5.9% | $4,837-38.8% |
| Participant deferral / active EE | $10,554 | $5,194+103.2% | $4,349+142.7% | $6,341+66.4% |
| Admin fee / account holder | $20 | $6,897-99.7% | $5,537-99.6% | $12,309-99.8% |