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 | $190,900 | $118,849+60.6% | $96,562+97.7% | $167,490+14.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 18.80% | 50.49%-31.7pp | 37.78%-19.0pp | 478.56%-459.8pp |
| Employer contribution / active EE | $4,488 | $3,120+43.9% | $2,356+90.4% | $4,837-7.2% |
| Participant deferral / active EE | $12,953 | $4,616+180.6% | $3,849+236.5% | $6,341+104.3% |
| Admin fee / account holder | $24 | $8,065-99.7% | $6,181-99.6% | $12,309-99.8% |