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 | $192,757 | $102,604+87.9% | $86,188+123.6% | $139,434+38.2% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 8.67% | 1922.51%-1913.8pp | 1168.45%-1159.8pp | 372.94%-364.3pp |
| Employer contribution / active EE | $1,658 | $3,032-45.3% | $2,380-30.3% | $4,751-65.1% |
| Participant deferral / active EE | $7,595 | $4,676+62.4% | $3,985+90.6% | $6,710+13.2% |
| Admin fee / account holder | $55 | $8,657-99.4% | $6,852-99.2% | $11,403-99.5% |