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 | $190,659 | $148,534+28.4% | $135,903+40.3% | $139,434+36.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 30.45% | 79.19%-48.7pp | 68.23%-37.8pp | 372.94%-342.5pp |
| Employer contribution / active EE | $22,419 | $5,243+327.6% | $4,856+361.7% | $4,751+371.9% |
| Participant deferral / active EE | $12,683 | $8,100+56.6% | $7,758+63.5% | $6,710+89.0% |
| Admin fee / account holder | $63 | $12,400-99.5% | $10,762-99.4% | $11,403-99.4% |