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 | $137,317 | $104,974+30.8% | $95,585+43.7% | $142,382-3.6% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.1%+17.9pp | 80.1%+9.9pp |
| Annual return | 13.06% | 210.33%-197.3pp | 38.56%-25.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,749 | $2,779-37.0% | $2,527-30.8% | $4,299-59.3% |
| Participant deferral / active EE | $4,809 | $4,352+10.5% | $4,023+19.6% | $6,507-26.1% |
| Admin fee / account holder | $9 | $6,386-99.9% | $6,127-99.9% | $12,624-99.9% |