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 | $181,536 | $102,966+76.3% | $90,281+101.1% | $152,861+18.8% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.4%+9.2pp |
| Annual return | 22.73% | 95.16%-72.4pp | 78.10%-55.4pp | 345.32%-322.6pp |
| Employer contribution / active EE | $3,750 | $3,139+19.5% | $2,854+31.4% | $4,762-21.3% |
| Participant deferral / active EE | $2,291 | $4,281-46.5% | $3,885-41.0% | $5,850-60.8% |
| Admin fee / account holder | $62 | $6,171-99.0% | $5,351-98.8% | $11,596-99.5% |