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 | $215,139 | $100,852+113.3% | $90,404+138.0% | $158,922+35.4% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 14.94% | 1724.20%-1709.3pp | 1293.02%-1278.1pp | 302.83%-287.9pp |
| Employer contribution / active EE | $1,911 | $3,689-48.2% | $3,262-41.4% | $4,761-59.9% |
| Participant deferral / active EE | $9,064 | $4,348+108.5% | $3,963+128.7% | $5,982+51.5% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |