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 | $231,863 | $90,348+156.6% | $75,972+205.2% | $145,922+58.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.48% | 620.88%-606.4pp | 359.55%-345.1pp | 561.29%-546.8pp |
| Employer contribution / active EE | $14,089 | $3,311+325.5% | $2,685+424.8% | $4,660+202.4% |
| Participant deferral / active EE | $4,825 | $5,162-6.5% | $4,255+13.4% | $6,688-27.9% |
| Admin fee / account holder | $164 | $8,467-98.1% | $6,467-97.5% | $13,397-98.8% |