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 | $242,063 | $109,982+120.1% | $97,226+149.0% | $145,922+65.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.99% | 242.90%-228.9pp | 75.13%-61.1pp | 561.29%-547.3pp |
| Employer contribution / active EE | $10,976 | $3,084+255.9% | $2,729+302.2% | $4,660+135.6% |
| Participant deferral / active EE | $8,346 | $4,676+78.5% | $4,264+95.7% | $6,688+24.8% |
| Admin fee / account holder | $51 | $6,221-99.2% | $5,654-99.1% | $13,397-99.6% |