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 | $218,756 | $117,841+85.6% | $102,423+113.6% | $145,922+49.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.08% | 31.65%-11.6pp | 29.32%-9.2pp | 561.29%-541.2pp |
| Employer contribution / active EE | $11,763 | $3,615+225.4% | $3,023+289.1% | $4,660+152.5% |
| Participant deferral / active EE | $7,818 | $5,731+36.4% | $5,053+54.7% | $6,688+16.9% |
| Admin fee / account holder | $30 | $13,326-99.8% | $9,451-99.7% | $13,397-99.8% |