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 | $172,066 | $111,724+54.0% | $93,606+83.8% | $145,922+17.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 21.84% | 202.98%-181.1pp | 133.20%-111.4pp | 561.29%-539.4pp |
| Employer contribution / active EE | $13,560 | $3,090+338.9% | $2,420+460.4% | $4,660+191.0% |
| Participant deferral / active EE | $7,308 | $4,912+48.8% | $4,411+65.7% | $6,688+9.3% |
| Admin fee / account holder | $250 | $10,250-97.6% | $8,285-97.0% | $13,397-98.1% |