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 | $174,871 | $116,175+50.5% | $93,606+86.8% | $152,861+14.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 16.83% | 35.96%-19.1pp | 32.76%-15.9pp | 345.32%-328.5pp |
| Employer contribution / active EE | $3,940 | $3,218+22.4% | $2,718+45.0% | $4,762-17.3% |
| Participant deferral / active EE | $6,745 | $4,603+46.5% | $4,069+65.8% | $5,850+15.3% |
| Admin fee / account holder | $82 | $10,748-99.2% | $7,888-99.0% | $11,596-99.3% |