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 | $212,798 | $123,909+71.7% | $69,647+205.5% | $145,922+45.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 13.60% | 190.55%-176.9pp | 100.48%-86.9pp | 561.29%-547.7pp |
| Employer contribution / active EE | $4,871 | $2,682+81.6% | $1,712+184.4% | $4,660+4.5% |
| Participant deferral / active EE | $10,226 | $4,236+141.4% | $2,886+254.3% | $6,688+52.9% |
| Admin fee / account holder | $0 | $7,863-100.0% | $4,713-100.0% | $13,397-100.0% |