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 | $128,940 | $65,365+97.3% | $92,893+38.8% | $72,985+76.7% |
| Participation rate | 97.6% | 68.3%+29.2pp | 76.0%+21.6pp | 69.5%+28.1pp |
| Annual return | 27.71% | 42.10%-14.4pp | 109.41%-81.7pp | 81.00%-53.3pp |
| Employer contribution / active EE | $4,974 | $2,594+91.7% | $3,653+36.2% | $2,440+103.9% |
| Participant deferral / active EE | $9,998 | $3,128+219.6% | $4,236+136.0% | $3,607+177.2% |
| Admin fee / account holder | $3 | $4,251-99.9% | $5,794-100.0% | $5,124-99.9% |