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 | $153,824 | $112,881+36.3% | $90,951+69.1% | $158,922-3.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 32.72% | 215.79%-183.1pp | 134.60%-101.9pp | 302.83%-270.1pp |
| Employer contribution / active EE | $12,767 | $2,893+341.3% | $2,122+501.6% | $4,761+168.1% |
| Participant deferral / active EE | $5,500 | $4,128+33.3% | $3,373+63.1% | $5,982-8.1% |
| Admin fee / account holder | $19 | $8,041-99.8% | $5,959-99.7% | $11,246-99.8% |