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 | $209,768 | $101,069+107.5% | $81,478+157.5% | $147,584+42.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 14.14% | 32.40%-18.3pp | 38.78%-24.6pp | 578.55%-564.4pp |
| Employer contribution / active EE | $16,593 | $3,205+417.7% | $2,568+546.2% | $4,876+240.3% |
| Participant deferral / active EE | $9,864 | $4,242+132.5% | $3,537+178.9% | $5,439+81.4% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |