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 | $145,097 | $100,901+43.8% | $75,670+91.8% | $147,584-1.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 17.50% | 35.78%-18.3pp | 27.34%-9.8pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,352 | $3,253-58.4% | $2,352-42.5% | $4,876-72.3% |
| Participant deferral / active EE | $9,733 | $4,027+141.7% | $3,142+209.7% | $5,439+79.0% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |