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 4-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 | $91,964 | $88,751+3.6% | $81,812+12.4% | $145,922-37.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.56% | 1025.40%-1005.8pp | 773.79%-754.2pp | 561.29%-541.7pp |
| Employer contribution / active EE | $5,784 | $3,083+87.6% | $2,912+98.6% | $4,660+24.1% |
| Participant deferral / active EE | $17,268 | $4,643+271.9% | $4,319+299.9% | $6,688+158.2% |
| Admin fee / account holder | $16 | $8,415-99.8% | $7,386-99.8% | $13,397-99.9% |