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 | $172,119 | $88,751+93.9% | $81,812+110.4% | $145,922+18.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.44% | 1025.40%-1011.0pp | 773.79%-759.4pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,644 | $3,083+18.2% | $2,912+25.1% | $4,660-21.8% |
| Participant deferral / active EE | $14,880 | $4,643+220.5% | $4,319+244.5% | $6,688+122.5% |
| Admin fee / account holder | $13 | $8,415-99.8% | $7,386-99.8% | $13,397-99.9% |