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 | $244,287 | $159,901+52.8% | $146,958+66.2% | $145,922+67.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.12% | 98.13%-82.0pp | 418.34%-402.2pp | 561.29%-545.2pp |
| Employer contribution / active EE | $13,629 | $5,286+157.8% | $4,933+176.3% | $4,660+192.5% |
| Participant deferral / active EE | $12,119 | $8,428+43.8% | $8,070+50.2% | $6,688+81.2% |
| Admin fee / account holder | $297 | $15,044-98.0% | $12,998-97.7% | $13,397-97.8% |