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 | $178,037 | $135,635+31.3% | $110,238+61.5% | $135,375+31.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 9.97% | 513.19%-503.2pp | 314.74%-304.8pp | 519.73%-509.8pp |
| Employer contribution / active EE | $7,866 | $4,906+60.3% | $3,826+105.6% | $4,779+64.6% |
| Participant deferral / active EE | $17,981 | $5,506+226.5% | $4,672+284.9% | $5,609+220.6% |
| Admin fee / account holder | $55 | $11,457-99.5% | $8,547-99.4% | $10,827-99.5% |