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 | $240,100 | $197,591+21.5% | $177,821+35.0% | $158,922+51.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.07% | 58.76%-42.7pp | 48.32%-32.2pp | 302.83%-286.8pp |
| Employer contribution / active EE | $3,675 | $6,697-45.1% | $5,918-37.9% | $4,761-22.8% |
| Participant deferral / active EE | $11,955 | $8,405+42.2% | $7,714+55.0% | $5,982+99.8% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |