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 | $187,648 | $100,852+86.1% | $90,404+107.6% | $158,922+18.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 32.86% | 1724.20%-1691.3pp | 1293.02%-1260.2pp | 302.83%-270.0pp |
| Employer contribution / active EE | $2,547 | $3,689-30.9% | $3,262-21.9% | $4,761-46.5% |
| Participant deferral / active EE | $13,639 | $4,348+213.7% | $3,963+244.1% | $5,982+128.0% |
| Admin fee / account holder | $20 | $6,501-99.7% | $5,611-99.6% | $11,246-99.8% |