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 | $149,243 | $111,754+33.5% | $103,333+44.4% | $145,922+2.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.28% | 24.77%-12.5pp | 24.88%-12.6pp | 561.29%-549.0pp |
| Employer contribution / active EE | $12,050 | $4,212+186.0% | $3,868+211.5% | $4,660+158.6% |
| Participant deferral / active EE | $7,808 | $5,619+39.0% | $5,057+54.4% | $6,688+16.8% |
| Admin fee / account holder | $109 | $9,750-98.9% | $8,355-98.7% | $13,397-99.2% |