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 | $235,667 | $109,817+114.6% | $98,442+139.4% | $167,490+40.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 18.46% | 1956.69%-1938.2pp | 1492.73%-1474.3pp | 478.56%-460.1pp |
| Employer contribution / active EE | $213 | $3,224-93.4% | $2,960-92.8% | $4,837-95.6% |
| Participant deferral / active EE | $7,131 | $4,673+52.6% | $4,276+66.8% | $6,341+12.5% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |