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 | $126,909 | $81,625+55.5% | $58,482+117.0% | $139,434-9.0% |
| Participation rate | 93.3% | 61.3%+32.0pp | 50.9%+42.5pp | 80.3%+13.0pp |
| Annual return | 14.96% | 7404.20%-7389.2pp | 4239.32%-4224.4pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,175 | $1,398+55.6% | $1,053+106.5% | $4,751-54.2% |
| Participant deferral / active EE | $7,728 | $2,557+202.3% | $1,924+301.7% | $6,710+15.2% |
| Admin fee / account holder | $30 | $3,265-99.1% | $2,516-98.8% | $11,403-99.7% |