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 | $245,955 | $88,751+177.1% | $81,812+200.6% | $145,922+68.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.91% | 1025.40%-1010.5pp | 773.79%-758.9pp | 561.29%-546.4pp |
| Employer contribution / active EE | $3,106 | $3,083+0.7% | $2,912+6.6% | $4,660-33.4% |
| Participant deferral / active EE | $16,737 | $4,643+260.5% | $4,319+287.6% | $6,688+150.3% |
| Admin fee / account holder | $269 | $8,415-96.8% | $7,386-96.4% | $13,397-98.0% |