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 4-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 | $205,589 | $90,348+127.6% | $75,972+170.6% | $145,922+40.9% |
| Participation rate | 92.3% | 74.5%+17.9pp | 69.1%+23.3pp | 80.3%+12.0pp |
| Annual return | 16.06% | 620.88%-604.8pp | 359.55%-343.5pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,675 | $3,311-49.4% | $2,685-37.6% | $4,660-64.1% |
| Participant deferral / active EE | $8,836 | $5,162+71.2% | $4,255+107.6% | $6,688+32.1% |
| Admin fee / account holder | $19 | $8,467-99.8% | $6,467-99.7% | $13,397-99.9% |