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 | $178,163 | $112,881+57.8% | $90,951+95.9% | $158,922+12.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 21.76% | 215.79%-194.0pp | 134.60%-112.8pp | 302.83%-281.1pp |
| Employer contribution / active EE | $1,908 | $2,893-34.0% | $2,122-10.1% | $4,761-59.9% |
| Participant deferral / active EE | $3,053 | $4,128-26.0% | $3,373-9.5% | $5,982-49.0% |
| Admin fee / account holder | $66 | $8,041-99.2% | $5,959-98.9% | $11,246-99.4% |