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 | $172,958 | $157,256+10.0% | $141,162+22.5% | $152,861+13.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.10% | 64.32%-43.2pp | 71.39%-50.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $19,349 | $5,261+267.8% | $4,735+308.6% | $4,762+306.3% |
| Participant deferral / active EE | $4,338 | $7,109-39.0% | $6,709-35.3% | $5,850-25.8% |
| Admin fee / account holder | $144 | $12,120-98.8% | $10,261-98.6% | $11,596-98.8% |