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 | $234,805 | $192,717+21.8% | $142,449+64.8% | $139,434+68.4% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 12.51% | 17.99%-5.5pp | 19.99%-7.5pp | 372.94%-360.4pp |
| Employer contribution / active EE | $2,183 | $5,806-62.4% | $4,847-55.0% | $4,751-54.1% |
| Participant deferral / active EE | $12,845 | $7,208+78.2% | $6,283+104.4% | $6,710+91.4% |
| Admin fee / account holder | $0 | $15,124-100.0% | $10,011-100.0% | $11,403-100.0% |