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 | $205,789 | $203,436+1.2% | $152,466+35.0% | $167,490+22.9% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.2%+1.8pp | 82.1%-2.1pp |
| Annual return | 17.01% | 13.80%+3.2pp | 757.33%-740.3pp | 478.56%-461.5pp |
| Employer contribution / active EE | $1,795 | $5,220-65.6% | $4,327-58.5% | $4,837-62.9% |
| Participant deferral / active EE | $7,224 | $6,716+7.6% | $5,820+24.1% | $6,341+13.9% |
| Admin fee / account holder | $30 | $22,506-99.9% | $15,805-99.8% | $12,309-99.8% |