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 | $248,439 | $106,515+133.2% | $96,683+157.0% | $139,434+78.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.44% | 38.43%-17.0pp | 35.69%-14.3pp | 372.94%-351.5pp |
| Employer contribution / active EE | $21,747 | $4,103+430.1% | $3,737+482.0% | $4,751+357.8% |
| Participant deferral / active EE | $10,318 | $5,454+89.2% | $4,878+111.5% | $6,710+53.8% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |