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 | $235,212 | $101,069+132.7% | $81,478+188.7% | $147,584+59.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 27.76% | 32.40%-4.6pp | 38.78%-11.0pp | 578.55%-550.8pp |
| Employer contribution / active EE | $10,188 | $3,205+217.9% | $2,568+296.8% | $4,876+108.9% |
| Participant deferral / active EE | $6,515 | $4,242+53.6% | $3,537+84.2% | $5,439+19.8% |
| Admin fee / account holder | $300 | $5,812-94.8% | $4,561-93.4% | $10,885-97.2% |