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 | $225,704 | $104,664+115.6% | $85,682+163.4% | $167,490+34.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 26.80% | 21.45%+5.4pp | 21.49%+5.3pp | 478.56%-451.8pp |
| Employer contribution / active EE | $2,722 | $3,337-18.4% | $2,618+4.0% | $4,837-43.7% |
| Participant deferral / active EE | $9,537 | $4,824+97.7% | $3,923+143.1% | $6,341+50.4% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,873-100.0% | $12,309-100.0% |