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 | $201,737 | $84,696+138.2% | $75,696+166.5% | $167,490+20.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 39.79% | 199.36%-159.6pp | 104.53%-64.7pp | 478.56%-438.8pp |
| Employer contribution / active EE | $8,312 | $3,230+157.4% | $2,743+203.0% | $4,837+71.8% |
| Participant deferral / active EE | $7,108 | $4,580+55.2% | $3,821+86.0% | $6,341+12.1% |
| Admin fee / account holder | $0 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |