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 | $160,861 | $99,652+61.4% | $78,778+104.2% | $147,584+9.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.05% | 47.28%-31.2pp | 35.62%-19.6pp | 578.55%-562.5pp |
| Employer contribution / active EE | $7,500 | $2,796+168.3% | $1,986+277.7% | $4,876+53.8% |
| Participant deferral / active EE | $2,935 | $3,664-19.9% | $2,958-0.8% | $5,439-46.0% |
| Admin fee / account holder | $156 | $7,155-97.8% | $5,134-97.0% | $10,885-98.6% |