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 | $239,387 | $133,922+78.8% | $116,228+106.0% | $142,382+68.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 16.25% | 147.76%-131.5pp | 90.06%-73.8pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,565 | $3,446-54.6% | $2,994-47.7% | $4,299-63.6% |
| Participant deferral / active EE | $2,423 | $5,672-57.3% | $4,953-51.1% | $6,507-62.8% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |