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 | $135,049 | $181,894-25.8% | $156,549-13.7% | $273,961-50.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.09% | 30.74%-21.6pp | 32.23%-23.1pp | 41.45%-32.4pp |
| Employer contribution / active EE | $9,526 | $6,248+52.5% | $5,501+73.2% | $4,869+95.7% |
| Participant deferral / active EE | $9,514 | $5,550+71.4% | $4,871+95.3% | $5,287+79.9% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |