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 9-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 | $193,422 | $100,852+91.8% | $90,404+114.0% | $158,922+21.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.01% | 1724.20%-1709.2pp | 1293.02%-1278.0pp | 302.83%-287.8pp |
| Employer contribution / active EE | $2,674 | $3,689-27.5% | $3,262-18.0% | $4,761-43.8% |
| Participant deferral / active EE | $20,125 | $4,348+362.9% | $3,963+407.8% | $5,982+236.4% |
| Admin fee / account holder | $18 | $6,501-99.7% | $5,611-99.7% | $11,246-99.8% |