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 | $189,877 | $115,770+64.0% | $101,248+87.5% | $158,922+19.5% |
| Participation rate | 94.1% | 79.4%+14.8pp | 75.8%+18.3pp | 82.0%+12.2pp |
| Annual return | 14.91% | 56.14%-41.2pp | 46.47%-31.6pp | 302.83%-287.9pp |
| Employer contribution / active EE | $10,859 | $4,175+160.1% | $3,660+196.7% | $4,761+128.1% |
| Participant deferral / active EE | $9,319 | $4,957+88.0% | $4,370+113.2% | $5,982+55.8% |
| Admin fee / account holder | $66 | $7,245-99.1% | $5,945-98.9% | $11,246-99.4% |