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 | $180,242 | $109,817+64.1% | $98,442+83.1% | $167,490+7.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 19.23% | 1956.69%-1937.5pp | 1492.73%-1473.5pp | 478.56%-459.3pp |
| Employer contribution / active EE | $5,986 | $3,224+85.7% | $2,960+102.3% | $4,837+23.7% |
| Participant deferral / active EE | $14,647 | $4,673+213.4% | $4,276+242.5% | $6,341+131.0% |
| Admin fee / account holder | $252 | $6,753-96.3% | $5,949-95.8% | $12,309-98.0% |