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 | $213,525 | $88,751+140.6% | $81,812+161.0% | $145,922+46.3% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 13.14% | 1025.40%-1012.3pp | 773.79%-760.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,926 | $3,083-37.5% | $2,912-33.9% | $4,660-58.7% |
| Participant deferral / active EE | $8,824 | $4,643+90.0% | $4,319+104.3% | $6,688+31.9% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |