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 | $137,191 | $138,065-0.6% | $123,544+11.0% | $135,375+1.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 56.63% | 153.68%-97.1pp | 119.20%-62.6pp | 519.73%-463.1pp |
| Employer contribution / active EE | $3,827 | $5,151-25.7% | $4,628-17.3% | $4,779-19.9% |
| Participant deferral / active EE | $22,333 | $6,799+228.5% | $6,426+247.6% | $5,609+298.2% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |