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 | $204,007 | $100,852+102.3% | $90,404+125.7% | $158,922+28.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.58% | 1724.20%-1705.6pp | 1293.02%-1274.4pp | 302.83%-284.2pp |
| Employer contribution / active EE | $5,680 | $3,689+54.0% | $3,262+74.1% | $4,761+19.3% |
| Participant deferral / active EE | $7,154 | $4,348+64.5% | $3,963+80.5% | $5,982+19.6% |
| Admin fee / account holder | $9 | $6,501-99.9% | $5,611-99.8% | $11,246-99.9% |