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 | $111,931 | $98,240+13.9% | $82,313+36.0% | $147,584-24.2% |
| Participation rate | 94.4% | 79.7%+14.7pp | 76.9%+17.6pp | 82.8%+11.6pp |
| Annual return | 14.90% | 30.85%-16.0pp | 25.88%-11.0pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,883 | $3,192-41.0% | $2,428-22.4% | $4,876-61.4% |
| Participant deferral / active EE | $5,042 | $4,383+15.0% | $3,706+36.0% | $5,439-7.3% |
| Admin fee / account holder | $280 | $8,563-96.7% | $5,608-95.0% | $10,885-97.4% |