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 | $180,157 | $107,934+66.9% | $91,989+95.8% | $152,861+17.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 25.58% | 89.24%-63.7pp | 69.02%-43.4pp | 345.32%-319.7pp |
| Employer contribution / active EE | $2,901 | $4,210-31.1% | $3,452-16.0% | $4,762-39.1% |
| Participant deferral / active EE | $6,446 | $6,364+1.3% | $5,923+8.8% | $5,850+10.2% |
| Admin fee / account holder | $101 | $10,520-99.0% | $7,743-98.7% | $11,596-99.1% |