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 | $112,981 | $103,376+9.3% | $87,100+29.7% | $152,861-26.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 17.17% | 28.10%-10.9pp | 28.19%-11.0pp | 345.32%-328.1pp |
| Employer contribution / active EE | $12,116 | $3,220+276.2% | $2,521+380.5% | $4,762+154.4% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,850-100.0% |
| Admin fee / account holder | $85 | $12,205-99.3% | $7,497-98.9% | $11,596-99.3% |