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 | $205,752 | $81,625+152.1% | $58,482+251.8% | $139,434+47.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 20.00% | 7404.20%-7384.2pp | 4239.32%-4219.3pp | 372.94%-352.9pp |
| Employer contribution / active EE | $1,169 | $1,398-16.4% | $1,053+10.9% | $4,751-75.4% |
| Participant deferral / active EE | $26,250 | $2,557+926.7% | $1,924+1264.5% | $6,710+291.2% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |