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 | $162,723 | $99,652+63.3% | $78,778+106.6% | $147,584+10.3% |
| Participation rate | 91.7% | 76.2%+15.4pp | 69.2%+22.5pp | 82.8%+8.8pp |
| Annual return | 16.68% | 47.28%-30.6pp | 35.62%-18.9pp | 578.55%-561.9pp |
| Employer contribution / active EE | $8,303 | $2,796+197.0% | $1,986+318.2% | $4,876+70.3% |
| Participant deferral / active EE | $4,912 | $3,664+34.1% | $2,958+66.0% | $5,439-9.7% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |