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 | $154,378 | $110,261+40.0% | $95,745+61.2% | $139,434+10.7% |
| Participation rate | 90.9% | 75.8%+15.2pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 13.48% | 27.11%-13.6pp | 28.35%-14.9pp | 372.94%-359.5pp |
| Employer contribution / active EE | $4,792 | $3,257+47.1% | $2,835+69.1% | $4,751+0.9% |
| Participant deferral / active EE | $7,605 | $4,676+62.6% | $4,245+79.2% | $6,710+13.3% |
| Admin fee / account holder | $2 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |