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 | $63,600 | $176,812-64.0% | $146,665-56.6% | $167,490-62.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 65.19% | 24.03%+41.2pp | 22.74%+42.4pp | 478.56%-413.4pp |
| Employer contribution / active EE | $5,682 | $5,160+10.1% | $4,136+37.4% | $4,837+17.5% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,341-100.0% |
| Admin fee / account holder | $300 | $13,259-97.7% | $10,280-97.1% | $12,309-97.6% |