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 | $188,053 | $158,398+18.7% | $126,539+48.6% | $142,382+32.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.69% | 593.76%-580.1pp | 425.95%-412.3pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,344 | $4,650-28.1% | $3,674-9.0% | $4,299-22.2% |
| Participant deferral / active EE | $7,854 | $4,767+64.8% | $4,083+92.4% | $6,507+20.7% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |