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 9-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 | $175,308 | $109,327+60.4% | $89,391+96.1% | $158,922+10.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 32.53% | 345.68%-313.1pp | 245.62%-213.1pp | 302.83%-270.3pp |
| Employer contribution / active EE | $37,000 | $3,170+1067.3% | $2,586+1331.0% | $4,761+677.1% |
| Participant deferral / active EE | $19,500 | $4,598+324.1% | $3,890+401.3% | $5,982+226.0% |
| Admin fee / account holder | $30 | $6,153-99.5% | $4,881-99.4% | $11,246-99.7% |