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 | $139,326 | $99,341+40.3% | $84,750+64.4% | $273,961-49.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.36% | 22.93%-13.6pp | 22.78%-13.4pp | 41.45%-32.1pp |
| Employer contribution / active EE | $2,087 | $4,214-50.5% | $3,574-41.6% | $4,869-57.1% |
| Participant deferral / active EE | $13,822 | $4,269+223.7% | $3,712+272.4% | $5,287+161.4% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |