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 | $190,072 | $114,047+66.7% | $96,139+97.7% | $167,490+13.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 20.71% | 189.88%-169.2pp | 191.94%-171.2pp | 478.56%-457.8pp |
| Employer contribution / active EE | $2,397 | $3,427-30.1% | $2,797-14.3% | $4,837-50.4% |
| Participant deferral / active EE | $6,926 | $5,194+33.4% | $4,349+59.3% | $6,341+9.2% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |