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 | $193,960 | $100,773+92.5% | $88,946+118.1% | $142,382+36.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.13% | 70.18%-54.0pp | 57.82%-41.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $4,736 | $2,918+62.3% | $2,555+85.4% | $4,299+10.2% |
| Participant deferral / active EE | $11,371 | $5,230+117.4% | $4,581+148.2% | $6,507+74.7% |
| Admin fee / account holder | $10 | $9,693-99.9% | $8,261-99.9% | $12,624-99.9% |