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 | $189,750 | $98,240+93.1% | $82,313+130.5% | $147,584+28.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.61% | 30.85%-19.2pp | 25.88%-14.3pp | 578.55%-566.9pp |
| Employer contribution / active EE | $2,649 | $3,192-17.0% | $2,428+9.1% | $4,876-45.7% |
| Participant deferral / active EE | $13,261 | $4,383+202.5% | $3,706+257.8% | $5,439+143.8% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |