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 | $222,192 | $113,339+96.0% | $94,993+133.9% | $147,584+50.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 12.35% | 20.77%-8.4pp | 27.12%-14.8pp | 578.55%-566.2pp |
| Employer contribution / active EE | $16,199 | $3,160+412.5% | $2,603+522.2% | $4,876+232.2% |
| Participant deferral / active EE | $10,069 | $3,777+166.6% | $3,317+203.5% | $5,439+85.1% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |