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 | $123,453 | $96,484+28.0% | $75,886+62.7% | $152,861-19.2% |
| Participation rate | 90.9% | 76.2%+14.7pp | 69.3%+21.6pp | 82.4%+8.5pp |
| Annual return | 13.73% | 33.98%-20.2pp | 30.76%-17.0pp | 345.32%-331.6pp |
| Employer contribution / active EE | $2,304 | $3,309-30.4% | $2,500-7.9% | $4,762-51.6% |
| Participant deferral / active EE | $7,273 | $4,553+59.7% | $3,603+101.9% | $5,850+24.3% |
| Admin fee / account holder | $5 | $8,078-99.9% | $5,418-99.9% | $11,596-100.0% |