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 | $174,221 | $100,773+72.9% | $88,946+95.9% | $142,382+22.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 12.62% | 70.18%-57.6pp | 57.82%-45.2pp | 217.08%-204.5pp |
| Employer contribution / active EE | $13,196 | $2,918+352.3% | $2,555+416.5% | $4,299+207.0% |
| Participant deferral / active EE | $10,003 | $5,230+91.3% | $4,581+118.3% | $6,507+53.7% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |