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 | $235,929 | $100,773+134.1% | $88,946+165.3% | $142,382+65.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.53% | 70.18%-53.6pp | 57.82%-41.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,307 | $2,918-55.2% | $2,555-48.8% | $4,299-69.6% |
| Participant deferral / active EE | $10,575 | $5,230+102.2% | $4,581+130.8% | $6,507+62.5% |
| Admin fee / account holder | $19 | $9,693-99.8% | $8,261-99.8% | $12,624-99.9% |