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 | $118,722 | $102,966+15.3% | $90,281+31.5% | $152,861-22.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 25.06% | 95.16%-70.1pp | 78.10%-53.0pp | 345.32%-320.3pp |
| Employer contribution / active EE | $5,484 | $3,139+74.7% | $2,854+92.1% | $4,762+15.2% |
| Participant deferral / active EE | $12,829 | $4,281+199.6% | $3,885+230.2% | $5,850+119.3% |
| Admin fee / account holder | $129 | $6,171-97.9% | $5,351-97.6% | $11,596-98.9% |