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 | $168,837 | $109,327+54.4% | $89,391+88.9% | $158,922+6.2% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.4pp | 82.0%+1.4pp |
| Annual return | 14.79% | 345.68%-330.9pp | 245.62%-230.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $2,566 | $3,170-19.1% | $2,586-0.8% | $4,761-46.1% |
| Participant deferral / active EE | $9,596 | $4,598+108.7% | $3,890+146.7% | $5,982+60.4% |
| Admin fee / account holder | $13 | $6,153-99.8% | $4,881-99.7% | $11,246-99.9% |