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 | $146,675 | $102,616+42.9% | $81,983+78.9% | $158,922-7.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 19.03% | 61.04%-42.0pp | 41.31%-22.3pp | 302.83%-283.8pp |
| Employer contribution / active EE | $17,971 | $3,240+454.6% | $2,498+619.4% | $4,761+277.4% |
| Participant deferral / active EE | $13,095 | $4,648+181.7% | $3,722+251.8% | $5,982+118.9% |
| Admin fee / account holder | $20 | $8,235-99.8% | $5,664-99.6% | $11,246-99.8% |