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 | $105,390 | $183,963-42.7% | $162,163-35.0% | $152,861-31.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.46% | 150.76%-129.3pp | 115.59%-94.1pp | 345.32%-323.9pp |
| Employer contribution / active EE | $7,500 | $6,371+17.7% | $5,614+33.6% | $4,762+57.5% |
| Participant deferral / active EE | $7,350 | $8,034-8.5% | $7,298+0.7% | $5,850+25.6% |
| Admin fee / account holder | $20 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |