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 | $221,572 | $227,553-2.6% | $189,557+16.9% | $167,490+32.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 17.86% | 78.40%-60.5pp | 64.17%-46.3pp | 478.56%-460.7pp |
| Employer contribution / active EE | $2,294 | $5,316-56.9% | $4,412-48.0% | $4,837-52.6% |
| Participant deferral / active EE | $17,300 | $7,002+147.1% | $6,174+180.2% | $6,341+172.8% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |