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 | $136,551 | $96,635+41.3% | $86,612+57.7% | $139,434-2.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.03% | 106.41%-92.4pp | 591.07%-577.0pp | 372.94%-358.9pp |
| Employer contribution / active EE | $7,355 | $3,263+125.4% | $3,022+143.3% | $4,751+54.8% |
| Participant deferral / active EE | $17,438 | $4,836+260.6% | $4,438+292.9% | $6,710+159.9% |
| Admin fee / account holder | $8 | $6,408-99.9% | $5,614-99.9% | $11,403-99.9% |