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 | $187,138 | $88,751+110.9% | $81,812+128.7% | $145,922+28.2% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 17.53% | 1025.40%-1007.9pp | 773.79%-756.3pp | 561.29%-543.8pp |
| Employer contribution / active EE | $8,261 | $3,083+167.9% | $2,912+183.7% | $4,660+77.3% |
| Participant deferral / active EE | $12,172 | $4,643+162.2% | $4,319+181.9% | $6,688+82.0% |
| Admin fee / account holder | $1 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |