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 | $208,903 | $148,534+40.6% | $135,903+53.7% | $139,434+49.8% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 14.93% | 79.19%-64.3pp | 68.23%-53.3pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,426 | $5,243-53.7% | $4,856-50.0% | $4,751-48.9% |
| Participant deferral / active EE | $12,499 | $8,100+54.3% | $7,758+61.1% | $6,710+86.3% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |