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 | $231,106 | $117,983+95.9% | $101,794+127.0% | $142,382+62.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.09% | 36.92%-22.8pp | 30.53%-16.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $6,760 | $2,773+143.8% | $2,289+195.3% | $4,299+57.2% |
| Participant deferral / active EE | $9,217 | $4,714+95.5% | $4,084+125.7% | $6,507+41.6% |
| Admin fee / account holder | $290 | $10,433-97.2% | $8,777-96.7% | $12,624-97.7% |