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 | $193,710 | $117,841+64.4% | $102,423+89.1% | $145,922+32.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.12% | 31.65%-21.5pp | 29.32%-19.2pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,900 | $3,615-47.4% | $3,023-37.2% | $4,660-59.2% |
| Participant deferral / active EE | $13,750 | $5,731+139.9% | $5,053+172.1% | $6,688+105.6% |
| Admin fee / account holder | $20 | $13,326-99.8% | $9,451-99.8% | $13,397-99.9% |