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 | $156,773 | $106,890+46.7% | $84,015+86.6% | $152,861+2.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 21.47% | 104.99%-83.5pp | 71.31%-49.8pp | 345.32%-323.8pp |
| Employer contribution / active EE | $7,600 | $2,734+178.0% | $1,983+283.2% | $4,762+59.6% |
| Participant deferral / active EE | $8,010 | $4,011+99.7% | $3,239+147.3% | $5,850+36.9% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |