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 | $163,943 | $102,966+59.2% | $90,281+81.6% | $152,861+7.3% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 26.09% | 95.16%-69.1pp | 78.10%-52.0pp | 345.32%-319.2pp |
| Employer contribution / active EE | $12,500 | $3,139+298.3% | $2,854+337.9% | $4,762+162.5% |
| Participant deferral / active EE | $8,807 | $4,281+105.7% | $3,885+126.7% | $5,850+50.5% |
| Admin fee / account holder | $200 | $6,171-96.8% | $5,351-96.3% | $11,596-98.3% |