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 | $204,428 | $92,703+120.5% | $82,719+147.1% | $134,475+52.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 12.29% | 944.92%-932.6pp | 701.18%-688.9pp | 417.96%-405.7pp |
| Employer contribution / active EE | $9,000 | $3,274+174.9% | $3,009+199.1% | $4,740+89.9% |
| Participant deferral / active EE | $26,000 | $4,802+441.4% | $4,395+491.6% | $6,400+306.3% |
| Admin fee / account holder | $60 | $5,983-99.0% | $5,329-98.9% | $11,426-99.5% |