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 | $102,364 | $88,751+15.3% | $81,812+25.1% | $145,922-29.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.20% | 1025.40%-1012.2pp | 773.79%-760.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $7,531 | $3,083+144.3% | $2,912+158.6% | $4,660+61.6% |
| Participant deferral / active EE | $5,679 | $4,643+22.3% | $4,319+31.5% | $6,688-15.1% |
| Admin fee / account holder | $289 | $8,415-96.6% | $7,386-96.1% | $13,397-97.8% |