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 | $145,876 | $127,386+14.5% | $115,037+26.8% | $125,391+16.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 19.58% | 31.28%-11.7pp | 26.14%-6.6pp | 282.22%-262.6pp |
| Employer contribution / active EE | $7,986 | $5,166+54.6% | $4,608+73.3% | $4,866+64.1% |
| Participant deferral / active EE | $13,408 | $6,423+108.7% | $6,026+122.5% | $5,352+150.5% |
| Admin fee / account holder | $137 | $9,516-98.6% | $8,175-98.3% | $9,540-98.6% |