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 | $96,447 | $70,756+36.3% | $65,493+47.3% | $142,382-32.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 19.71% | 1754.89%-1735.2pp | 982.45%-962.7pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,488 | $2,881-13.6% | $2,574-3.3% | $4,299-42.1% |
| Participant deferral / active EE | $6,507 | $4,637+40.3% | $3,961+64.3% | $6,5070% |
| Admin fee / account holder | $20 | $6,559-99.7% | $5,028-99.6% | $12,624-99.8% |