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 | $179,419 | $99,652+80.0% | $78,778+127.8% | $147,584+21.6% |
| Participation rate | 81.8% | 76.2%+5.6pp | 69.2%+12.6pp | 82.8%-1.0pp |
| Annual return | 14.79% | 47.28%-32.5pp | 35.62%-20.8pp | 578.55%-563.8pp |
| Employer contribution / active EE | $5,467 | $2,796+95.5% | $1,986+175.3% | $4,876+12.1% |
| Participant deferral / active EE | $9,071 | $3,664+147.6% | $2,958+206.6% | $5,439+66.8% |
| Admin fee / account holder | $256 | $7,155-96.4% | $5,134-95.0% | $10,885-97.6% |