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 | $112,596 | $198,466-43.3% | $170,442-33.9% | $147,584-23.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.40% | 257.29%-236.9pp | 205.93%-185.5pp | 578.55%-558.2pp |
| Employer contribution / active EE | $10,105 | $6,184+63.4% | $5,433+86.0% | $4,876+107.2% |
| Participant deferral / active EE | $9,186 | $5,629+63.2% | $4,939+86.0% | $5,439+68.9% |
| Admin fee / account holder | $151 | $16,852-99.1% | $13,880-98.9% | $10,885-98.6% |