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 | $231,827 | $100,852+129.9% | $90,404+156.4% | $158,922+45.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 28.14% | 1724.20%-1696.1pp | 1293.02%-1264.9pp | 302.83%-274.7pp |
| Employer contribution / active EE | $9,035 | $3,689+144.9% | $3,262+177.0% | $4,761+89.8% |
| Participant deferral / active EE | $16,907 | $4,348+288.9% | $3,963+326.6% | $5,982+182.6% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |