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 8-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 | $182,264 | $106,890+70.5% | $84,015+116.9% | $152,861+19.2% |
| Participation rate | 90.9% | 75.2%+15.7pp | 69.0%+21.9pp | 82.4%+8.5pp |
| Annual return | 26.27% | 104.99%-78.7pp | 71.31%-45.0pp | 345.32%-319.0pp |
| Employer contribution / active EE | $8,761 | $2,734+220.4% | $1,983+341.7% | $4,762+84.0% |
| Participant deferral / active EE | $6,714 | $4,011+67.4% | $3,239+107.3% | $5,850+14.8% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |