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 | $197,745 | $96,305+105.3% | $80,569+145.4% | $139,434+41.8% |
| Participation rate | 71.4% | 73.6%-2.2pp | 67.0%+4.4pp | 80.3%-8.9pp |
| Annual return | 20.61% | 1350.08%-1329.5pp | 935.43%-914.8pp | 372.94%-352.3pp |
| Employer contribution / active EE | $5,637 | $3,262+72.8% | $2,723+107.0% | $4,751+18.7% |
| Participant deferral / active EE | $8,407 | $5,232+60.7% | $4,447+89.0% | $6,710+25.3% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |