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 | $149,344 | $96,635+54.5% | $86,612+72.4% | $139,434+7.1% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 19.67% | 106.41%-86.7pp | 591.07%-571.4pp | 372.94%-353.3pp |
| Employer contribution / active EE | $1,205 | $3,263-63.1% | $3,022-60.1% | $4,751-74.6% |
| Participant deferral / active EE | $11,066 | $4,836+128.8% | $4,438+149.4% | $6,710+64.9% |
| Admin fee / account holder | $20 | $6,408-99.7% | $5,614-99.6% | $11,403-99.8% |