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 | $236,142 | $163,101+44.8% | $136,749+72.7% | $142,382+65.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.99% | 27.54%-10.6pp | 24.33%-7.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,566 | $4,117-37.7% | $3,400-24.5% | $4,299-40.3% |
| Participant deferral / active EE | $8,118 | $5,585+45.4% | $4,692+73.0% | $6,507+24.7% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |