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 | $174,479 | $156,846+11.2% | $121,098+44.1% | $139,434+25.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.72% | 1474.56%-1460.8pp | 985.75%-972.0pp | 372.94%-359.2pp |
| Employer contribution / active EE | $9,394 | $5,536+69.7% | $4,164+125.6% | $4,751+97.7% |
| Participant deferral / active EE | $4,286 | $4,844-11.5% | $4,080+5.1% | $6,710-36.1% |
| Admin fee / account holder | $13 | $6,946-99.8% | $5,644-99.8% | $11,403-99.9% |