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 | $182,931 | $107,934+69.5% | $91,989+98.9% | $152,861+19.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 30.90% | 89.24%-58.3pp | 69.02%-38.1pp | 345.32%-314.4pp |
| Employer contribution / active EE | $4,617 | $4,210+9.7% | $3,452+33.8% | $4,762-3.0% |
| Participant deferral / active EE | $11,538 | $6,364+81.3% | $5,923+94.8% | $5,850+97.2% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |