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 | $218,682 | $99,020+120.8% | $86,590+152.5% | $147,584+48.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 23.81% | 1312.34%-1288.5pp | 964.84%-941.0pp | 578.55%-554.7pp |
| Employer contribution / active EE | $658 | $3,132-79.0% | $2,839-76.8% | $4,876-86.5% |
| Participant deferral / active EE | $10,098 | $3,972+154.2% | $3,609+179.8% | $5,439+85.7% |
| Admin fee / account holder | $10 | $5,710-99.8% | $4,906-99.8% | $10,885-99.9% |