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 | $221,138 | $104,486+111.6% | $76,817+187.9% | $152,861+44.7% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 19.63% | 1013.37%-993.7pp | 1166.11%-1146.5pp | 345.32%-325.7pp |
| Employer contribution / active EE | $1,427 | $3,116-54.2% | $2,302-38.0% | $4,762-70.0% |
| Participant deferral / active EE | $10,067 | $4,236+137.7% | $3,336+201.8% | $5,850+72.1% |
| Admin fee / account holder | $5 | $12,275-100.0% | $6,420-99.9% | $11,596-100.0% |