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 | $226,118 | $144,119+56.9% | $117,854+91.9% | $147,584+53.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 21.98% | 531.15%-509.2pp | 335.08%-313.1pp | 578.55%-556.6pp |
| Employer contribution / active EE | $40,248 | $4,896+722.0% | $3,786+963.1% | $4,876+725.4% |
| Participant deferral / active EE | $18,000 | $5,316+238.6% | $4,482+301.6% | $5,439+231.0% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |