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 | $164,532 | $99,877+64.7% | $84,966+93.6% | $145,922+12.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 26.19% | 83.76%-57.6pp | 66.38%-40.2pp | 561.29%-535.1pp |
| Employer contribution / active EE | $2,794 | $3,231-13.5% | $2,727+2.5% | $4,660-40.0% |
| Participant deferral / active EE | $4,213 | $5,291-20.4% | $4,519-6.8% | $6,688-37.0% |
| Admin fee / account holder | $25 | $7,248-99.7% | $6,149-99.6% | $13,397-99.8% |