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 | $169,245 | $112,096+51.0% | $95,952+76.4% | $158,922+6.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.17% | 171.09%-154.9pp | 91.61%-75.4pp | 302.83%-286.7pp |
| Employer contribution / active EE | $2,222 | $3,198-30.5% | $2,541-12.5% | $4,761-53.3% |
| Participant deferral / active EE | $7,711 | $4,784+61.2% | $4,167+85.1% | $5,982+28.9% |
| Admin fee / account holder | $53 | $10,130-99.5% | $6,795-99.2% | $11,246-99.5% |