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 | $129,828 | $96,305+34.8% | $80,569+61.1% | $139,434-6.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 22.16% | 1350.08%-1327.9pp | 935.43%-913.3pp | 372.94%-350.8pp |
| Employer contribution / active EE | $20,538 | $3,262+529.6% | $2,723+654.1% | $4,751+332.3% |
| Participant deferral / active EE | $9,175 | $5,232+75.4% | $4,447+106.3% | $6,710+36.7% |
| Admin fee / account holder | $231 | $6,599-96.5% | $5,377-95.7% | $11,403-98.0% |