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 | $192,264 | $99,020+94.2% | $86,590+122.0% | $147,584+30.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.13% | 1312.34%-1292.2pp | 964.84%-944.7pp | 578.55%-558.4pp |
| Employer contribution / active EE | $4,995 | $3,132+59.5% | $2,839+75.9% | $4,876+2.4% |
| Participant deferral / active EE | $7,137 | $3,972+79.7% | $3,609+97.8% | $5,439+31.2% |
| Admin fee / account holder | $59 | $5,710-99.0% | $4,906-98.8% | $10,885-99.5% |