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 | $249,713 | $108,919+129.3% | $100,391+148.7% | $145,922+71.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.24% | 57.88%-42.6pp | 49.20%-34.0pp | 561.29%-546.0pp |
| Employer contribution / active EE | $4,440 | $4,419+0.5% | $3,942+12.6% | $4,660-4.7% |
| Participant deferral / active EE | $20,258 | $8,445+139.9% | $8,082+150.7% | $6,688+202.9% |
| Admin fee / account holder | $11 | $9,689-99.9% | $7,899-99.9% | $13,397-99.9% |