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 | $162,148 | $159,901+1.4% | $146,958+10.3% | $145,922+11.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.99% | 98.13%-86.1pp | 418.34%-406.3pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,957 | $5,286-44.1% | $4,933-40.1% | $4,660-36.5% |
| Participant deferral / active EE | $14,158 | $8,428+68.0% | $8,070+75.4% | $6,688+111.7% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |