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 | $241,393 | $162,781+48.3% | $133,956+80.2% | $158,922+51.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.24% | 41.94%-31.7pp | 45.09%-34.9pp | 302.83%-292.6pp |
| Employer contribution / active EE | $4,426 | $4,975-11.0% | $3,919+12.9% | $4,761-7.0% |
| Participant deferral / active EE | $12,020 | $5,911+103.4% | $5,048+138.1% | $5,982+100.9% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |