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 | $153,218 | $86,929+76.3% | $102,423+49.6% | $80,856+89.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 589.30% | 18.88%+570.4pp | 29.32%+560.0pp | 35.59%+553.7pp |
| Employer contribution / active EE | $4,471 | $2,369+88.7% | $3,023+47.9% | $2,755+62.3% |
| Participant deferral / active EE | $4,788 | $4,118+16.3% | $5,053-5.2% | $4,296+11.5% |
| Admin fee / account holder | $20 | $8,049-99.7% | $9,451-99.8% | $6,918-99.7% |