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 | $184,292 | $155,788+18.3% | $124,672+47.8% | $167,490+10.0% |
| Participation rate | 80.0% | 81.1%-1.1pp | 74.6%+5.4pp | 82.1%-2.1pp |
| Annual return | 28.13% | 17.97%+10.2pp | 5142.93%-5114.8pp | 478.56%-450.4pp |
| Employer contribution / active EE | $1,694 | $4,163-59.3% | $3,324-49.0% | $4,837-65.0% |
| Participant deferral / active EE | $9,921 | $5,673+74.9% | $4,614+115.0% | $6,341+56.5% |
| Admin fee / account holder | $244 | $9,531-97.4% | $7,493-96.7% | $12,309-98.0% |