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 | $134,623 | $85,022+58.3% | $70,515+90.9% | $139,434-3.5% |
| Participation rate | 71.4% | 73.9%-2.5pp | 68.3%+3.1pp | 80.3%-8.9pp |
| Annual return | 18.82% | 30.38%-11.6pp | 32.77%-14.0pp | 372.94%-354.1pp |
| Employer contribution / active EE | $5,333 | $3,909+36.4% | $2,973+79.4% | $4,751+12.3% |
| Participant deferral / active EE | $7,038 | $5,890+19.5% | $4,567+54.1% | $6,710+4.9% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |