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 | $207,340 | $111,724+85.6% | $93,606+121.5% | $145,922+42.1% |
| Participation rate | 91.7% | 74.2%+17.5pp | 68.7%+22.9pp | 80.3%+11.4pp |
| Annual return | 15.36% | 202.98%-187.6pp | 133.20%-117.8pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,514 | $3,090-51.0% | $2,420-37.4% | $4,660-67.5% |
| Participant deferral / active EE | $9,003 | $4,912+83.3% | $4,411+104.1% | $6,688+34.6% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |