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 | $162,073 | $99,652+62.6% | $78,778+105.7% | $147,584+9.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 15.15% | 47.28%-32.1pp | 35.62%-20.5pp | 578.55%-563.4pp |
| Employer contribution / active EE | $9,726 | $2,796+247.9% | $1,986+389.8% | $4,876+99.5% |
| Participant deferral / active EE | $4,347 | $3,664+18.6% | $2,958+46.9% | $5,439-20.1% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |