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 | $187,046 | $124,319+50.5% | $111,297+68.1% | $167,490+11.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 18.42% | 37.44%-19.0pp | 54.65%-36.2pp | 478.56%-460.1pp |
| Employer contribution / active EE | $2,152 | $3,435-37.4% | $2,731-21.2% | $4,837-55.5% |
| Participant deferral / active EE | $9,311 | $5,180+79.7% | $4,487+107.5% | $6,341+46.8% |
| Admin fee / account holder | $2 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |