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 | $139,734 | $88,751+57.4% | $81,812+70.8% | $145,922-4.2% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.3%+21.0pp | 80.3%+13.1pp |
| Annual return | 17.12% | 1025.40%-1008.3pp | 773.79%-756.7pp | 561.29%-544.2pp |
| Employer contribution / active EE | $6,433 | $3,083+108.6% | $2,912+120.9% | $4,660+38.1% |
| Participant deferral / active EE | $6,366 | $4,643+37.1% | $4,319+47.4% | $6,688-4.8% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |