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 | $70,943 | $198,466-64.3% | $170,442-58.4% | $147,584-51.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 59.36% | 257.29%-197.9pp | 205.93%-146.6pp | 578.55%-519.2pp |
| Employer contribution / active EE | $3,354 | $6,184-45.8% | $5,433-38.3% | $4,876-31.2% |
| Participant deferral / active EE | $4,420 | $5,629-21.5% | $4,939-10.5% | $5,439-18.7% |
| Admin fee / account holder | $13 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |