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 | $225,433 | $95,971+134.9% | $74,550+202.4% | $135,375+66.5% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | 13.43% | 56.96%-43.5pp | 32.53%-19.1pp | 519.73%-506.3pp |
| Employer contribution / active EE | $1,505 | $2,716-44.6% | $1,961-23.3% | $4,779-68.5% |
| Participant deferral / active EE | $3,648 | $3,843-5.1% | $3,108+17.4% | $5,609-35.0% |
| Admin fee / account holder | $10 | $6,522-99.8% | $5,060-99.8% | $10,827-99.9% |