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 | $170,481 | $103,376+64.9% | $87,100+95.7% | $152,861+11.5% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.9%+14.0pp | 82.4%+8.5pp |
| Annual return | 20.69% | 28.10%-7.4pp | 28.19%-7.5pp | 345.32%-324.6pp |
| Employer contribution / active EE | $2,541 | $3,220-21.1% | $2,521+0.8% | $4,762-46.6% |
| Participant deferral / active EE | $11,119 | $4,778+132.7% | $4,049+174.7% | $5,850+90.1% |
| Admin fee / account holder | $33 | $12,205-99.7% | $7,497-99.6% | $11,596-99.7% |