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 | $216,567 | $70,756+206.1% | $65,493+230.7% | $142,382+52.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 13.91% | 1754.89%-1741.0pp | 982.45%-968.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $18,782 | $2,881+552.0% | $2,574+629.6% | $4,299+336.9% |
| Participant deferral / active EE | $15,660 | $4,637+237.7% | $3,961+295.3% | $6,507+140.7% |
| Admin fee / account holder | $135 | $6,559-97.9% | $5,028-97.3% | $12,624-98.9% |