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 | $132,746 | $99,877+32.9% | $84,966+56.2% | $145,922-9.0% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | 14.53% | 83.76%-69.2pp | 66.38%-51.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $5,190 | $3,231+60.6% | $2,727+90.3% | $4,660+11.4% |
| Participant deferral / active EE | $11,475 | $5,291+116.9% | $4,519+153.9% | $6,688+71.6% |
| Admin fee / account holder | $288 | $7,248-96.0% | $6,149-95.3% | $13,397-97.8% |