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 7-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 | $114,489 | $70,756+61.8% | $65,493+74.8% | $142,382-19.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 20.51% | 1754.89%-1734.4pp | 982.45%-961.9pp | 217.08%-196.6pp |
| Employer contribution / active EE | $10,245 | $2,881+255.7% | $2,574+298.0% | $4,299+138.3% |
| Participant deferral / active EE | $4,773 | $4,637+2.9% | $3,961+20.5% | $6,507-26.6% |
| Admin fee / account holder | $28 | $6,559-99.6% | $5,028-99.4% | $12,624-99.8% |