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 | $118,606 | $101,069+17.4% | $81,478+45.6% | $147,584-19.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 15.39% | 32.40%-17.0pp | 38.78%-23.4pp | 578.55%-563.2pp |
| Employer contribution / active EE | $2,176 | $3,205-32.1% | $2,568-15.2% | $4,876-55.4% |
| Participant deferral / active EE | $13,680 | $4,242+222.5% | $3,537+286.8% | $5,439+151.5% |
| Admin fee / account holder | $174 | $5,812-97.0% | $4,561-96.2% | $10,885-98.4% |