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 | $209,086 | $96,305+117.1% | $80,569+159.5% | $139,434+50.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 14.73% | 1350.08%-1335.4pp | 935.43%-920.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $17,456 | $3,262+435.1% | $2,723+540.9% | $4,751+267.4% |
| Participant deferral / active EE | $15,000 | $5,232+186.7% | $4,447+237.3% | $6,710+123.5% |
| Admin fee / account holder | $124 | $6,599-98.1% | $5,377-97.7% | $11,403-98.9% |