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 | $231,445 | $100,773+129.7% | $88,946+160.2% | $142,382+62.6% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.8%+22.8pp | 80.1%+11.5pp |
| Annual return | 14.21% | 70.18%-56.0pp | 57.82%-43.6pp | 217.08%-202.9pp |
| Employer contribution / active EE | $12,500 | $2,918+328.4% | $2,555+389.2% | $4,299+190.8% |
| Participant deferral / active EE | $4,045 | $5,230-22.7% | $4,581-11.7% | $6,507-37.8% |
| Admin fee / account holder | $265 | $9,693-97.3% | $8,261-96.8% | $12,624-97.9% |