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 | $140,910 | $100,852+39.7% | $90,404+55.9% | $158,922-11.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.92% | 1724.20%-1705.3pp | 1293.02%-1274.1pp | 302.83%-283.9pp |
| Employer contribution / active EE | $1,754 | $3,689-52.4% | $3,262-46.2% | $4,761-63.2% |
| Participant deferral / active EE | $7,313 | $4,348+68.2% | $3,963+84.5% | $5,982+22.2% |
| Admin fee / account holder | $225 | $6,501-96.5% | $5,611-96.0% | $11,246-98.0% |