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 | $113,724 | $97,757+16.3% | $83,848+35.6% | $135,375-16.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 9.34% | 1287.37%-1278.0pp | 850.88%-841.5pp | 519.73%-510.4pp |
| Employer contribution / active EE | $7,560 | $4,222+79.1% | $3,631+108.2% | $4,779+58.2% |
| Participant deferral / active EE | $4,377 | $4,682-6.5% | $4,082+7.2% | $5,609-22.0% |
| Admin fee / account holder | $46 | $6,674-99.3% | $5,478-99.2% | $10,827-99.6% |