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 | $188,436 | $156,846+20.1% | $121,098+55.6% | $139,434+35.1% |
| Participation rate | 87.5% | 76.4%+11.1pp | 69.5%+18.0pp | 80.3%+7.2pp |
| Annual return | 16.31% | 1474.56%-1458.2pp | 985.75%-969.4pp | 372.94%-356.6pp |
| Employer contribution / active EE | $2,754 | $5,536-50.3% | $4,164-33.9% | $4,751-42.0% |
| Participant deferral / active EE | $7,040 | $4,844+45.3% | $4,080+72.6% | $6,710+4.9% |
| Admin fee / account holder | $15 | $6,946-99.8% | $5,644-99.7% | $11,403-99.9% |