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 | $102,708 | $100,773+1.9% | $88,946+15.5% | $142,382-27.9% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.8%+20.0pp | 80.1%+8.8pp |
| Annual return | 17.45% | 70.18%-52.7pp | 57.82%-40.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,730 | $2,918-40.7% | $2,555-32.3% | $4,299-59.8% |
| Participant deferral / active EE | $6,233 | $5,230+19.2% | $4,581+36.0% | $6,507-4.2% |
| Admin fee / account holder | $107 | $9,693-98.9% | $8,261-98.7% | $12,624-99.2% |