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 | $198,090 | $88,751+123.2% | $81,812+142.1% | $145,922+35.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.03% | 1025.40%-1012.4pp | 773.79%-760.8pp | 561.29%-548.3pp |
| Employer contribution / active EE | $6,941 | $3,083+125.1% | $2,912+138.3% | $4,660+49.0% |
| Participant deferral / active EE | $10,043 | $4,643+116.3% | $4,319+132.6% | $6,688+50.2% |
| Admin fee / account holder | $39 | $8,415-99.5% | $7,386-99.5% | $13,397-99.7% |