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 | $198,709 | $114,047+74.2% | $96,139+106.7% | $167,490+18.6% |
| Participation rate | 80.0% | 75.1%+4.9pp | 68.4%+11.6pp | 82.1%-2.1pp |
| Annual return | 18.98% | 189.88%-170.9pp | 191.94%-173.0pp | 478.56%-459.6pp |
| Employer contribution / active EE | $2,020 | $3,427-41.1% | $2,797-27.8% | $4,837-58.2% |
| Participant deferral / active EE | $5,293 | $5,194+1.9% | $4,349+21.7% | $6,341-16.5% |
| Admin fee / account holder | $74 | $6,897-98.9% | $5,537-98.7% | $12,309-99.4% |