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 | $228,692 | $167,484+36.5% | $151,611+50.8% | $134,475+70.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.93% | 7.80%-22.7pp | 3.33%-18.3pp | 417.96%-432.9pp |
| Employer contribution / active EE | $19,135 | $6,829+180.2% | $6,166+210.3% | $4,740+303.7% |
| Participant deferral / active EE | $16,917 | $8,986+88.3% | $8,363+102.3% | $6,400+164.3% |
| Admin fee / account holder | $38 | $13,783-99.7% | $11,616-99.7% | $11,426-99.7% |