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 | $132,317 | $99,020+33.6% | $86,590+52.8% | $147,584-10.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.97% | 1312.34%-1301.4pp | 964.84%-953.9pp | 578.55%-567.6pp |
| Employer contribution / active EE | $5,028 | $3,132+60.5% | $2,839+77.1% | $4,876+3.1% |
| Participant deferral / active EE | $7,784 | $3,972+96.0% | $3,609+115.7% | $5,439+43.1% |
| Admin fee / account holder | -$31,951 | $5,710-659.5% | $4,906-751.3% | $10,885-393.5% |