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 | $162,223 | $112,096+44.7% | $95,952+69.1% | $158,922+2.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 28.15% | 171.09%-142.9pp | 91.61%-63.5pp | 302.83%-274.7pp |
| Employer contribution / active EE | $3,099 | $3,198-3.1% | $2,541+21.9% | $4,761-34.9% |
| Participant deferral / active EE | $20,813 | $4,784+335.1% | $4,167+399.5% | $5,982+247.9% |
| Admin fee / account holder | $20 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |