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 | $151,842 | $97,757+55.3% | $83,848+81.1% | $135,375+12.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 15.14% | 1287.37%-1272.2pp | 850.88%-835.7pp | 519.73%-504.6pp |
| Employer contribution / active EE | $12,500 | $4,222+196.1% | $3,631+244.3% | $4,779+161.6% |
| Participant deferral / active EE | $4,321 | $4,682-7.7% | $4,082+5.9% | $5,609-23.0% |
| Admin fee / account holder | $47 | $6,674-99.3% | $5,478-99.1% | $10,827-99.6% |