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 | $205,088 | $114,381+79.3% | $107,525+90.7% | $142,382+44.0% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 15.17% | 242.71%-227.5pp | 181.32%-166.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,190 | $4,015-45.5% | $3,754-41.7% | $4,299-49.1% |
| Participant deferral / active EE | $13,321 | $5,564+139.4% | $5,116+160.4% | $6,507+104.7% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |