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 | $118,834 | $88,751+33.9% | $81,812+45.3% | $145,922-18.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.96% | 1025.40%-1013.4pp | 773.79%-761.8pp | 561.29%-549.3pp |
| Employer contribution / active EE | $10,007 | $3,083+224.5% | $2,912+243.6% | $4,660+114.8% |
| Participant deferral / active EE | $12,003 | $4,643+158.5% | $4,319+177.9% | $6,688+79.5% |
| Admin fee / account holder | $296 | $8,415-96.5% | $7,386-96.0% | $13,397-97.8% |