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 | $221,268 | $149,734+47.8% | $118,925+86.1% | $158,922+39.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 12.25% | 19.95%-7.7pp | 35.88%-23.6pp | 302.83%-290.6pp |
| Employer contribution / active EE | $4,844 | $4,115+17.7% | $3,263+48.5% | $4,761+1.7% |
| Participant deferral / active EE | $4,844 | $5,223-7.3% | $4,265+13.6% | $5,982-19.0% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |