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 | $176,279 | $153,772+14.6% | $133,980+31.6% | $273,961-35.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.55% | 36.51%-28.0pp | 29.30%-20.7pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,412 | $6,029-76.6% | $5,211-72.9% | $4,869-71.0% |
| Participant deferral / active EE | $10,425 | $6,958+49.8% | $6,282+66.0% | $5,287+97.2% |
| Admin fee / account holder | $166 | $11,765-98.6% | $9,324-98.2% | $10,132-98.4% |