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 | $115,416 | $98,240+17.5% | $82,313+40.2% | $147,584-21.8% |
| Participation rate | 90.0% | 79.7%+10.3pp | 76.9%+13.1pp | 82.8%+7.2pp |
| Annual return | 21.84% | 30.85%-9.0pp | 25.88%-4.0pp | 578.55%-556.7pp |
| Employer contribution / active EE | $1,907 | $3,192-40.3% | $2,428-21.5% | $4,876-60.9% |
| Participant deferral / active EE | $2,821 | $4,383-35.6% | $3,706-23.9% | $5,439-48.1% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |