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 | $196,791 | $100,852+95.1% | $90,404+117.7% | $158,922+23.8% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 24.63% | 1724.20%-1699.6pp | 1293.02%-1268.4pp | 302.83%-278.2pp |
| Employer contribution / active EE | $5,874 | $3,689+59.2% | $3,262+80.1% | $4,761+23.4% |
| Participant deferral / active EE | $9,758 | $4,348+124.4% | $3,963+146.2% | $5,982+63.1% |
| Admin fee / account holder | $6 | $6,501-99.9% | $5,611-99.9% | $11,246-99.9% |