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 | $122,861 | $63,346+94.0% | $92,233+33.2% | $70,131+75.2% |
| Participation rate | 74.4% | 68.7%+5.7pp | 76.5%-2.1pp | 69.5%+4.8pp |
| Annual return | 20.45% | 530.12%-509.7pp | 176.28%-155.8pp | 73.14%-52.7pp |
| Employer contribution / active EE | $4,892 | $2,471+98.0% | $3,679+33.0% | $2,342+108.8% |
| Participant deferral / active EE | $4,331 | $2,854+51.8% | $3,897+11.1% | $3,332+30.0% |
| Admin fee / account holder | $267 | $3,840-93.1% | $5,194-94.9% | $4,645-94.3% |