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 | $197,777 | $96,635+104.7% | $86,612+128.3% | $139,434+41.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.92% | 106.41%-85.5pp | 591.07%-570.2pp | 372.94%-352.0pp |
| Employer contribution / active EE | $6,087 | $3,263+86.5% | $3,022+101.4% | $4,751+28.1% |
| Participant deferral / active EE | $15,232 | $4,836+215.0% | $4,438+243.2% | $6,710+127.0% |
| Admin fee / account holder | $60 | $6,408-99.1% | $5,614-98.9% | $11,403-99.5% |