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 | $247,525 | $106,890+131.6% | $84,015+194.6% | $152,861+61.9% |
| Participation rate | 85.7% | 75.2%+10.5pp | 69.0%+16.7pp | 82.4%+3.3pp |
| Annual return | 22.26% | 104.99%-82.7pp | 71.31%-49.0pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,611 | $2,734-41.1% | $1,983-18.8% | $4,762-66.2% |
| Participant deferral / active EE | $8,517 | $4,011+112.3% | $3,239+163.0% | $5,850+45.6% |
| Admin fee / account holder | $279 | $8,285-96.6% | $6,101-95.4% | $11,596-97.6% |