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 | $220,238 | $100,852+118.4% | $90,404+143.6% | $158,922+38.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 55.71% | 1724.20%-1668.5pp | 1293.02%-1237.3pp | 302.83%-247.1pp |
| Employer contribution / active EE | $3,531 | $3,689-4.3% | $3,262+8.2% | $4,761-25.8% |
| Participant deferral / active EE | $11,507 | $4,348+164.7% | $3,963+190.3% | $5,982+92.3% |
| Admin fee / account holder | $20 | $6,501-99.7% | $5,611-99.6% | $11,246-99.8% |