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 | $193,802 | $148,534+30.5% | $135,903+42.6% | $139,434+39.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.75% | 79.19%-57.4pp | 68.23%-46.5pp | 372.94%-351.2pp |
| Employer contribution / active EE | $1,753 | $5,243-66.6% | $4,856-63.9% | $4,751-63.1% |
| Participant deferral / active EE | $12,782 | $8,100+57.8% | $7,758+64.8% | $6,710+90.5% |
| Admin fee / account holder | $40 | $12,400-99.7% | $10,762-99.6% | $11,403-99.6% |