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 | $225,738 | $99,020+128.0% | $86,590+160.7% | $147,584+53.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 122.74% | 1312.34%-1189.6pp | 964.84%-842.1pp | 578.55%-455.8pp |
| Employer contribution / active EE | $5,172 | $3,132+65.1% | $2,839+82.1% | $4,876+6.1% |
| Participant deferral / active EE | $10,458 | $3,972+163.3% | $3,609+189.8% | $5,439+92.3% |
| Admin fee / account holder | $195 | $5,710-96.6% | $4,906-96.0% | $10,885-98.2% |