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 | $170,799 | $148,534+15.0% | $135,903+25.7% | $139,434+22.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.39% | 79.19%-57.8pp | 68.23%-46.8pp | 372.94%-351.5pp |
| Employer contribution / active EE | $3,157 | $5,243-39.8% | $4,856-35.0% | $4,751-33.5% |
| Participant deferral / active EE | $13,579 | $8,100+67.6% | $7,758+75.0% | $6,710+102.4% |
| Admin fee / account holder | $149 | $12,400-98.8% | $10,762-98.6% | $11,403-98.7% |