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 6-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 | $167,978 | $111,724+50.4% | $93,606+79.5% | $145,922+15.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.61% | 202.98%-185.4pp | 133.20%-115.6pp | 561.29%-543.7pp |
| Employer contribution / active EE | $7,234 | $3,090+134.1% | $2,420+198.9% | $4,660+55.2% |
| Participant deferral / active EE | $7,941 | $4,912+61.7% | $4,411+80.0% | $6,688+18.7% |
| Admin fee / account holder | $22 | $10,250-99.8% | $8,285-99.7% | $13,397-99.8% |