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 | $197,738 | $88,751+122.8% | $81,812+141.7% | $145,922+35.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.85% | 1025.40%-1012.6pp | 773.79%-760.9pp | 561.29%-548.4pp |
| Employer contribution / active EE | $4,750 | $3,083+54.0% | $2,912+63.1% | $4,660+1.9% |
| Participant deferral / active EE | $16,209 | $4,643+249.1% | $4,319+275.3% | $6,688+142.4% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |