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 | $93,133 | $91,037+2.3% | $71,671+29.9% | $147,584-36.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 24.41% | 20.48%+3.9pp | 20.65%+3.8pp | 578.55%-554.1pp |
| Employer contribution / active EE | $15,988 | $3,327+380.5% | $2,460+550.0% | $4,876+227.9% |
| Participant deferral / active EE | $8,545 | $4,498+90.0% | $3,438+148.5% | $5,439+57.1% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |