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 | $160,907 | $101,069+59.2% | $81,478+97.5% | $147,584+9.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 18.88% | 32.40%-13.5pp | 38.78%-19.9pp | 578.55%-559.7pp |
| Employer contribution / active EE | $4,933 | $3,205+53.9% | $2,568+92.1% | $4,876+1.2% |
| Participant deferral / active EE | $10,498 | $4,242+147.5% | $3,537+196.8% | $5,439+93.0% |
| Admin fee / account holder | $269 | $5,812-95.4% | $4,561-94.1% | $10,885-97.5% |