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 | $206,625 | $70,756+192.0% | $65,493+215.5% | $142,382+45.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 21.07% | 1754.89%-1733.8pp | 982.45%-961.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $4,220 | $2,881+46.5% | $2,574+64.0% | $4,299-1.8% |
| Participant deferral / active EE | $11,566 | $4,637+149.4% | $3,961+192.0% | $6,507+77.7% |
| Admin fee / account holder | $35 | $6,559-99.5% | $5,028-99.3% | $12,624-99.7% |