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 | $47,768 | $198,466-75.9% | $170,442-72.0% | $147,584-67.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.61% | 257.29%-236.7pp | 205.93%-185.3pp | 578.55%-557.9pp |
| Employer contribution / active EE | $16,719 | $6,184+170.4% | $5,433+207.7% | $4,876+242.9% |
| Participant deferral / active EE | $12,330 | $5,629+119.0% | $4,939+149.6% | $5,439+126.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |