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 | $55,083 | $198,466-72.2% | $170,442-67.7% | $147,584-62.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 53.03% | 257.29%-204.3pp | 205.93%-152.9pp | 578.55%-525.5pp |
| Employer contribution / active EE | $10,813 | $6,184+74.9% | $5,433+99.0% | $4,876+121.7% |
| Participant deferral / active EE | $6,693 | $5,629+18.9% | $4,939+35.5% | $5,439+23.1% |
| Admin fee / account holder | $97 | $16,852-99.4% | $13,880-99.3% | $10,885-99.1% |