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 8-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 | $223,525 | $72,400+208.7% | $67,502+231.1% | $145,922+53.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 25.96% | 7182.46%-7156.5pp | 3512.12%-3486.2pp | 561.29%-535.3pp |
| Employer contribution / active EE | $7,538 | $3,069+145.6% | $2,731+176.0% | $4,660+61.8% |
| Participant deferral / active EE | $13,502 | $4,783+182.3% | $4,000+237.5% | $6,688+101.9% |
| Admin fee / account holder | $18 | $5,539-99.7% | $3,998-99.6% | $13,397-99.9% |