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 | $148,259 | $109,327+35.6% | $89,391+65.9% | $158,922-6.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 16.87% | 345.68%-328.8pp | 245.62%-228.7pp | 302.83%-286.0pp |
| Employer contribution / active EE | $4,330 | $3,170+36.6% | $2,586+67.5% | $4,761-9.1% |
| Participant deferral / active EE | $14,300 | $4,598+211.0% | $3,890+267.6% | $5,982+139.0% |
| Admin fee / account holder | $6 | $6,153-99.9% | $4,881-99.9% | $11,246-99.9% |