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 | $213,604 | $118,680+80.0% | $98,907+116.0% | $158,922+34.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 23.33% | 372.35%-349.0pp | 196.43%-173.1pp | 302.83%-279.5pp |
| Employer contribution / active EE | $6,302 | $3,333+89.1% | $2,689+134.4% | $4,761+32.4% |
| Participant deferral / active EE | $13,088 | $5,088+157.2% | $4,244+208.4% | $5,982+118.8% |
| Admin fee / account holder | $30 | $10,131-99.7% | $6,642-99.5% | $11,246-99.7% |