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 | $199,861 | $91,037+119.5% | $71,671+178.9% | $147,584+35.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 19.09% | 20.48%-1.4pp | 20.65%-1.6pp | 578.55%-559.5pp |
| Employer contribution / active EE | $9,698 | $3,327+191.4% | $2,460+294.2% | $4,876+98.9% |
| Participant deferral / active EE | $17,668 | $4,498+292.8% | $3,438+413.9% | $5,439+224.9% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |