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 | $219,142 | $109,817+99.6% | $98,442+122.6% | $167,490+30.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 18.20% | 1956.69%-1938.5pp | 1492.73%-1474.5pp | 478.56%-460.4pp |
| Employer contribution / active EE | $8,550 | $3,224+165.2% | $2,960+188.9% | $4,837+76.7% |
| Participant deferral / active EE | $19,500 | $4,673+317.3% | $4,276+356.0% | $6,341+207.5% |
| Admin fee / account holder | $24 | $6,753-99.6% | $5,949-99.6% | $12,309-99.8% |