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 | $222,347 | $70,606+214.9% | $53,898+312.5% | $142,382+56.2% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 14.72% | 619.81%-605.1pp | 528.60%-513.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,656 | $1,202+204.1% | $932+292.3% | $4,299-15.0% |
| Participant deferral / active EE | $7,053 | $2,364+198.4% | $1,826+286.2% | $6,507+8.4% |
| Admin fee / account holder | $60 | $2,852-97.9% | $2,491-97.6% | $12,624-99.5% |