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 | $181,233 | $103,376+75.3% | $87,100+108.1% | $152,861+18.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 23.29% | 28.10%-4.8pp | 28.19%-4.9pp | 345.32%-322.0pp |
| Employer contribution / active EE | $3,413 | $3,220+6.0% | $2,521+35.4% | $4,762-28.3% |
| Participant deferral / active EE | $7,532 | $4,778+57.6% | $4,049+86.0% | $5,850+28.7% |
| Admin fee / account holder | $56 | $12,205-99.5% | $7,497-99.2% | $11,596-99.5% |