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 9-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 | $199,010 | $84,696+135.0% | $75,696+162.9% | $167,490+18.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 18.67% | 199.36%-180.7pp | 104.53%-85.9pp | 478.56%-459.9pp |
| Employer contribution / active EE | $1,985 | $3,230-38.5% | $2,743-27.6% | $4,837-59.0% |
| Participant deferral / active EE | $9,646 | $4,580+110.6% | $3,821+152.4% | $6,341+52.1% |
| Admin fee / account holder | $275 | $5,355-94.9% | $3,619-92.4% | $12,309-97.8% |