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 | $175,521 | $70,756+148.1% | $65,493+168.0% | $142,382+23.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 19.23% | 1754.89%-1735.7pp | 982.45%-963.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $6,269 | $2,881+117.6% | $2,574+143.5% | $4,299+45.8% |
| Participant deferral / active EE | $18,755 | $4,637+304.4% | $3,961+373.5% | $6,507+188.2% |
| Admin fee / account holder | $103 | $6,559-98.4% | $5,028-97.9% | $12,624-99.2% |