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 | $175,083 | $84,695+106.7% | $73,843+137.1% | $125,391+39.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.20% | 3123.53%-3122.3pp | 2267.84%-2266.6pp | 282.22%-281.0pp |
| Employer contribution / active EE | $7,074 | $3,123+126.5% | $2,787+153.8% | $4,866+45.4% |
| Participant deferral / active EE | $8,124 | $3,992+103.5% | $3,583+126.7% | $5,352+51.8% |
| Admin fee / account holder | $9 | $5,691-99.8% | $4,880-99.8% | $9,540-99.9% |