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 | $161,042 | $68,346+135.6% | $94,646+70.2% | $75,163+114.3% |
| Participation rate | 96.0% | 76.1%+19.9pp | 80.8%+15.2pp | 67.2%+28.8pp |
| Annual return | 19.81% | 616.93%-597.1pp | 156.71%-136.9pp | 160.62%-140.8pp |
| Employer contribution / active EE | $7,261 | $2,701+168.9% | $3,672+97.7% | $2,670+172.0% |
| Participant deferral / active EE | $10,886 | $6,537+66.5% | $7,418+46.7% | $4,125+163.9% |
| Admin fee / account holder | $249 | $5,326-95.3% | $7,231-96.6% | $5,651-95.6% |