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 | $216,969 | $84,696+156.2% | $75,696+186.6% | $167,490+29.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 16.44% | 199.36%-182.9pp | 104.53%-88.1pp | 478.56%-462.1pp |
| Employer contribution / active EE | $3,574 | $3,230+10.7% | $2,743+30.3% | $4,837-26.1% |
| Participant deferral / active EE | $1,908 | $4,580-58.3% | $3,821-50.1% | $6,341-69.9% |
| Admin fee / account holder | $0 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |