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 | $229,071 | $159,602+43.5% | $150,045+52.7% | $142,382+60.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.11% | 70.24%-54.1pp | 62.55%-46.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $4,153 | $4,961-16.3% | $4,693-11.5% | $4,299-3.4% |
| Participant deferral / active EE | $23,185 | $8,310+179.0% | $7,997+189.9% | $6,507+256.3% |
| Admin fee / account holder | $128 | $14,846-99.1% | $13,435-99.0% | $12,624-99.0% |