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 | $192,142 | $118,849+61.7% | $96,562+99.0% | $167,490+14.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 17.50% | 50.49%-33.0pp | 37.78%-20.3pp | 478.56%-461.1pp |
| Employer contribution / active EE | $2,527 | $3,120-19.0% | $2,356+7.3% | $4,837-47.8% |
| Participant deferral / active EE | $9,613 | $4,616+108.2% | $3,849+149.8% | $6,341+51.6% |
| Admin fee / account holder | $40 | $8,065-99.5% | $6,181-99.3% | $12,309-99.7% |