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 | $232,505 | $226,064+2.8% | $182,532+27.4% | $152,861+52.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 26.64% | 192.51%-165.9pp | 148.54%-121.9pp | 345.32%-318.7pp |
| Employer contribution / active EE | $3,450 | $4,978-30.7% | $4,076-15.4% | $4,762-27.6% |
| Participant deferral / active EE | $10,378 | $6,368+63.0% | $5,524+87.9% | $5,850+77.4% |
| Admin fee / account holder | $28 | $10,703-99.7% | $8,592-99.7% | $11,596-99.8% |