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 | $164,693 | $150,187+9.7% | $120,354+36.8% | $145,922+12.9% |
| Participation rate | 83.3% | 78.8%+4.6pp | 71.9%+11.4pp | 80.3%+3.1pp |
| Annual return | 13.71% | 154.07%-140.4pp | 107.15%-93.4pp | 561.29%-547.6pp |
| Employer contribution / active EE | $3,123 | $4,348-28.2% | $3,463-9.8% | $4,660-33.0% |
| Participant deferral / active EE | $12,707 | $6,173+105.8% | $4,991+154.6% | $6,688+90.0% |
| Admin fee / account holder | $30 | $12,207-99.8% | $9,423-99.7% | $13,397-99.8% |