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 | $163,960 | $183,963-10.9% | $162,163+1.1% | $152,861+7.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.08% | 150.76%-127.7pp | 115.59%-92.5pp | 345.32%-322.2pp |
| Employer contribution / active EE | $12,915 | $6,371+102.7% | $5,614+130.1% | $4,762+171.2% |
| Participant deferral / active EE | $10,049 | $8,034+25.1% | $7,298+37.7% | $5,850+71.8% |
| Admin fee / account holder | $201 | $13,121-98.5% | $10,843-98.1% | $11,596-98.3% |