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 | $125,723 | $118,849+5.8% | $96,562+30.2% | $167,490-24.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 20.09% | 50.49%-30.4pp | 37.78%-17.7pp | 478.56%-458.5pp |
| Employer contribution / active EE | $1,646 | $3,120-47.2% | $2,356-30.2% | $4,837-66.0% |
| Participant deferral / active EE | $8,296 | $4,616+79.7% | $3,849+115.5% | $6,341+30.8% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |