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 | $113,237 | $99,652+13.6% | $78,778+43.7% | $147,584-23.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 19.83% | 47.28%-27.5pp | 35.62%-15.8pp | 578.55%-558.7pp |
| Employer contribution / active EE | $4,661 | $2,796+66.7% | $1,986+134.8% | $4,876-4.4% |
| Participant deferral / active EE | $6,523 | $3,664+78.0% | $2,958+120.5% | $5,439+19.9% |
| Admin fee / account holder | $4 | $7,155-99.9% | $5,134-99.9% | $10,885-100.0% |