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 | $203,895 | $150,440+35.5% | $136,294+49.6% | $147,584+38.2% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 22.33% | 1049.08%-1026.8pp | 5155.94%-5133.6pp | 578.55%-556.2pp |
| Employer contribution / active EE | $3,202 | $5,256-39.1% | $4,695-31.8% | $4,876-34.3% |
| Participant deferral / active EE | $12,603 | $6,630+90.1% | $6,247+101.7% | $5,439+131.7% |
| Admin fee / account holder | $20 | $10,905-99.8% | $9,243-99.8% | $10,885-99.8% |