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 | $202,583 | $114,047+77.6% | $96,139+110.7% | $167,490+21.0% |
| Participation rate | 80.0% | 75.1%+4.9pp | 68.4%+11.6pp | 82.1%-2.1pp |
| Annual return | 16.74% | 189.88%-173.1pp | 191.94%-175.2pp | 478.56%-461.8pp |
| Employer contribution / active EE | $9,501 | $3,427+177.2% | $2,797+239.7% | $4,837+96.4% |
| Participant deferral / active EE | $8,056 | $5,194+55.1% | $4,349+85.2% | $6,341+27.0% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |