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 | $159,839 | $118,680+34.7% | $98,907+61.6% | $158,922+0.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 12.76% | 372.35%-359.6pp | 196.43%-183.7pp | 302.83%-290.1pp |
| Employer contribution / active EE | $6,657 | $3,333+99.7% | $2,689+147.6% | $4,761+39.8% |
| Participant deferral / active EE | $10,842 | $5,088+113.1% | $4,244+155.5% | $5,982+81.2% |
| Admin fee / account holder | $252 | $10,131-97.5% | $6,642-96.2% | $11,246-97.8% |