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 | $238,892 | $85,022+181.0% | $70,515+238.8% | $139,434+71.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 37.31% | 30.38%+6.9pp | 32.77%+4.5pp | 372.94%-335.6pp |
| Employer contribution / active EE | $1,113 | $3,909-71.5% | $2,973-62.6% | $4,751-76.6% |
| Participant deferral / active EE | $7,488 | $5,890+27.1% | $4,567+64.0% | $6,710+11.6% |
| Admin fee / account holder | $10 | $8,906-99.9% | $6,412-99.8% | $11,403-99.9% |