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 | $214,913 | $124,281+72.9% | $109,143+96.9% | $167,490+28.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 34.16% | 26.04%+8.1pp | 25.75%+8.4pp | 478.56%-444.4pp |
| Employer contribution / active EE | $3,528 | $4,207-16.1% | $3,722-5.2% | $4,837-27.1% |
| Participant deferral / active EE | $14,359 | $5,255+173.2% | $4,653+208.6% | $6,341+126.4% |
| Admin fee / account holder | -$73 | $7,970-100.9% | $6,752-101.1% | $12,309-100.6% |