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 | $205,953 | $118,680+73.5% | $98,907+108.2% | $158,922+29.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 15.31% | 372.35%-357.0pp | 196.43%-181.1pp | 302.83%-287.5pp |
| Employer contribution / active EE | $4,669 | $3,333+40.1% | $2,689+73.7% | $4,761-1.9% |
| Participant deferral / active EE | $15,533 | $5,088+205.3% | $4,244+266.0% | $5,982+159.7% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |