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 | $195,322 | $160,055+22.0% | $140,016+39.5% | $135,375+44.3% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | 0.62% | 911.38%-910.8pp | 651.12%-650.5pp | 519.73%-519.1pp |
| Employer contribution / active EE | $2,695 | $6,420-58.0% | $5,606-51.9% | $4,779-43.6% |
| Participant deferral / active EE | $11,363 | $7,642+48.7% | $6,927+64.0% | $5,609+102.6% |
| Admin fee / account holder | $120 | $13,328-99.1% | $10,705-98.9% | $10,827-98.9% |