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 | $95,968 | $98,240-2.3% | $82,313+16.6% | $147,584-35.0% |
| Participation rate | 95.7% | 79.7%+15.9pp | 76.9%+18.8pp | 82.8%+12.8pp |
| Annual return | 18.63% | 30.85%-12.2pp | 25.88%-7.2pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,670 | $3,192-47.7% | $2,428-31.2% | $4,876-65.8% |
| Participant deferral / active EE | $2,373 | $4,383-45.9% | $3,706-36.0% | $5,439-56.4% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |