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 | $117,352 | $70,756+65.9% | $65,493+79.2% | $142,382-17.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 15.64% | 1754.89%-1739.3pp | 982.45%-966.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $5,495 | $2,881+90.8% | $2,574+113.5% | $4,299+27.8% |
| Participant deferral / active EE | $4,441 | $4,637-4.2% | $3,961+12.1% | $6,507-31.8% |
| Admin fee / account holder | $6 | $6,559-99.9% | $5,028-99.9% | $12,624-100.0% |