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 | $242,514 | $70,606+243.5% | $53,898+350.0% | $142,382+70.3% |
| Participation rate | 83.3% | 63.7%+19.6pp | 55.0%+28.4pp | 80.1%+3.2pp |
| Annual return | 14.46% | 619.81%-605.4pp | 528.60%-514.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,054 | $1,202+70.9% | $932+120.4% | $4,299-52.2% |
| Participant deferral / active EE | $11,667 | $2,364+393.5% | $1,826+538.8% | $6,507+79.3% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |