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 | $164,404 | $108,172+52.0% | $77,482+112.2% | $158,922+3.4% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 25.33% | 31.67%-6.3pp | 54.79%-29.5pp | 302.83%-277.5pp |
| Employer contribution / active EE | $3,402 | $1,325+156.8% | $986+244.9% | $4,761-28.6% |
| Participant deferral / active EE | $14,165 | $2,456+476.7% | $1,861+661.1% | $5,982+136.8% |
| Admin fee / account holder | $12 | $3,708-99.7% | $2,858-99.6% | $11,246-99.9% |