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 | $226,443 | $175,202+29.2% | $149,673+51.3% | $139,434+62.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.69% | 166.71%-144.0pp | 134.42%-111.7pp | 372.94%-350.3pp |
| Employer contribution / active EE | $10,624 | $5,474+94.1% | $4,818+120.5% | $4,751+123.6% |
| Participant deferral / active EE | $7,719 | $6,519+18.4% | $5,680+35.9% | $6,710+15.0% |
| Admin fee / account holder | $93 | $16,150-99.4% | $13,210-99.3% | $11,403-99.2% |