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 | $229,175 | $165,335+38.6% | $149,696+53.1% | $158,922+44.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.57% | 348.15%-324.6pp | 276.60%-253.0pp | 302.83%-279.3pp |
| Employer contribution / active EE | $31,001 | $5,103+507.5% | $4,644+567.5% | $4,761+551.1% |
| Participant deferral / active EE | $16,581 | $7,181+130.9% | $6,842+142.3% | $5,982+177.2% |
| Admin fee / account holder | $64 | $10,807-99.4% | $9,309-99.3% | $11,246-99.4% |