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 | $162,571 | $138,065+17.7% | $123,544+31.6% | $135,375+20.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 64.66% | 153.68%-89.0pp | 119.20%-54.5pp | 519.73%-455.1pp |
| Employer contribution / active EE | $7,631 | $5,151+48.1% | $4,628+64.9% | $4,779+59.7% |
| Participant deferral / active EE | $24,599 | $6,799+261.8% | $6,426+282.8% | $5,609+338.6% |
| Admin fee / account holder | $121 | $10,916-98.9% | $9,284-98.7% | $10,827-98.9% |