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 | $211,462 | $98,240+115.3% | $82,313+156.9% | $147,584+43.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.59% | 30.85%-11.3pp | 25.88%-6.3pp | 578.55%-559.0pp |
| Employer contribution / active EE | $16,090 | $3,192+404.1% | $2,428+562.6% | $4,876+230.0% |
| Participant deferral / active EE | $24,853 | $4,383+467.0% | $3,706+570.6% | $5,439+357.0% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |