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 | $199,455 | $114,381+74.4% | $107,525+85.5% | $142,382+40.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.02% | 242.71%-224.7pp | 181.32%-163.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,658 | $4,015-33.8% | $3,754-29.2% | $4,299-38.2% |
| Participant deferral / active EE | $10,864 | $5,564+95.3% | $5,116+112.4% | $6,507+67.0% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |