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 | $202,431 | $82,630+145.0% | $64,105+215.8% | $125,391+61.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 1.08% | 1489.72%-1488.6pp | 791.24%-790.2pp | 282.22%-281.1pp |
| Employer contribution / active EE | $2,420 | $2,671-9.4% | $1,820+33.0% | $4,866-50.3% |
| Participant deferral / active EE | $9,179 | $3,608+154.4% | $2,822+225.3% | $5,352+71.5% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |