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 | $206,882 | $70,756+192.4% | $65,493+215.9% | $142,382+45.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 16.92% | 1754.89%-1738.0pp | 982.45%-965.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $6,586 | $2,881+128.6% | $2,574+155.8% | $4,299+53.2% |
| Participant deferral / active EE | $14,284 | $4,637+208.0% | $3,961+260.6% | $6,507+119.5% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |