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 | $108,251 | $70,756+53.0% | $65,493+65.3% | $142,382-24.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 18.85% | 1754.89%-1736.0pp | 982.45%-963.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,600 | $2,881-44.4% | $2,574-37.8% | $4,299-62.8% |
| Participant deferral / active EE | $12,661 | $4,637+173.0% | $3,961+219.6% | $6,507+94.6% |
| Admin fee / account holder | $40 | $6,559-99.4% | $5,028-99.2% | $12,624-99.7% |