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 | $223,996 | $159,602+40.3% | $150,045+49.3% | $142,382+57.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.21% | 70.24%-53.0pp | 62.55%-45.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $3,197 | $4,961-35.6% | $4,693-31.9% | $4,299-25.6% |
| Participant deferral / active EE | $14,704 | $8,310+76.9% | $7,997+83.9% | $6,507+126.0% |
| Admin fee / account holder | $148 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |