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 | $78,011 | $70,756+10.3% | $65,493+19.1% | $142,382-45.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 18.81% | 1754.89%-1736.1pp | 982.45%-963.6pp | 217.08%-198.3pp |
| Employer contribution / active EE | $4,806 | $2,881+66.8% | $2,574+86.7% | $4,299+11.8% |
| Participant deferral / active EE | $9,728 | $4,637+109.8% | $3,961+145.6% | $6,507+49.5% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |