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 | $143,212 | $99,020+44.6% | $86,590+65.4% | $147,584-3.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.03% | 1312.34%-1296.3pp | 964.84%-948.8pp | 578.55%-562.5pp |
| Employer contribution / active EE | $4,171 | $3,132+33.2% | $2,839+46.9% | $4,876-14.5% |
| Participant deferral / active EE | $6,589 | $3,972+65.9% | $3,609+82.6% | $5,439+21.1% |
| Admin fee / account holder | $244 | $5,710-95.7% | $4,906-95.0% | $10,885-97.8% |