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 | $248,024 | $93,346+165.7% | $71,796+245.5% | $273,961-9.5% |
| Participation rate | 83.3% | 76.5%+6.8pp | 69.1%+14.2pp | 83.0%+0.3pp |
| Annual return | 36.02% | 130.39%-94.4pp | 78.04%-42.0pp | 41.45%-5.4pp |
| Employer contribution / active EE | $2,294 | $2,733-16.1% | $1,924+19.2% | $4,869-52.9% |
| Participant deferral / active EE | $9,690 | $3,475+178.8% | $2,794+246.8% | $5,287+83.3% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |