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 | $186,608 | $112,096+66.5% | $95,952+94.5% | $158,922+17.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 7.26% | 171.09%-163.8pp | 91.61%-84.3pp | 302.83%-295.6pp |
| Employer contribution / active EE | $2,683 | $3,198-16.1% | $2,541+5.6% | $4,761-43.6% |
| Participant deferral / active EE | $7,553 | $4,784+57.9% | $4,167+81.3% | $5,982+26.3% |
| Admin fee / account holder | $60 | $10,130-99.4% | $6,795-99.1% | $11,246-99.5% |