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 | $245,179 | $176,377+39.0% | $134,143+82.8% | $158,922+54.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 10.75% | 63.63%-52.9pp | 36.33%-25.6pp | 302.83%-292.1pp |
| Employer contribution / active EE | $3,547 | $5,040-29.6% | $3,704-4.2% | $4,761-25.5% |
| Participant deferral / active EE | $4,053 | $4,091-0.9% | $3,499+15.8% | $5,982-32.2% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |