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 | $216,956 | $70,756+206.6% | $65,493+231.3% | $142,382+52.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 20.87% | 1754.89%-1734.0pp | 982.45%-961.6pp | 217.08%-196.2pp |
| Employer contribution / active EE | $3,569 | $2,881+23.9% | $2,574+38.6% | $4,299-17.0% |
| Participant deferral / active EE | $6,537 | $4,637+41.0% | $3,961+65.0% | $6,507+0.5% |
| Admin fee / account holder | $197 | $6,559-97.0% | $5,028-96.1% | $12,624-98.4% |