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 | $221,119 | $112,096+97.3% | $95,952+130.4% | $158,922+39.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.37% | 171.09%-155.7pp | 91.61%-76.2pp | 302.83%-287.5pp |
| Employer contribution / active EE | $4,197 | $3,198+31.3% | $2,541+65.2% | $4,761-11.8% |
| Participant deferral / active EE | $11,007 | $4,784+130.1% | $4,167+164.2% | $5,982+84.0% |
| Admin fee / account holder | $23 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |