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 | $188,787 | $96,635+95.4% | $86,612+118.0% | $139,434+35.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.31% | 106.41%-92.1pp | 591.07%-576.8pp | 372.94%-358.6pp |
| Employer contribution / active EE | $1,493 | $3,263-54.3% | $3,022-50.6% | $4,751-68.6% |
| Participant deferral / active EE | $15,663 | $4,836+223.9% | $4,438+252.9% | $6,710+133.4% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |