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 | $167,788 | $118,919+41.1% | $88,538+89.5% | $152,861+9.8% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 18.64% | 47.92%-29.3pp | 43.64%-25.0pp | 345.32%-326.7pp |
| Employer contribution / active EE | $5,768 | $2,669+116.1% | $2,098+174.9% | $4,762+21.1% |
| Participant deferral / active EE | $0 | $3,549-100.0% | $2,914-100.0% | $5,850-100.0% |
| Admin fee / account holder | $77 | $5,876-98.7% | $4,310-98.2% | $11,596-99.3% |