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 | $166,514 | $77,899+113.8% | $149,673+11.3% | $75,163+121.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 412.23% | 31.72%+380.5pp | 134.42%+277.8pp | 160.62%+251.6pp |
| Employer contribution / active EE | $1,639 | $3,137-47.8% | $4,818-66.0% | $2,670-38.6% |
| Participant deferral / active EE | $4,798 | $3,411+40.7% | $5,680-15.5% | $4,125+16.3% |
| Admin fee / account holder | $180 | $5,956-97.0% | $13,210-98.6% | $5,651-96.8% |