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 | $88,084 | $153,772-42.7% | $133,980-34.3% | $273,961-67.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 65.02% | 36.51%+28.5pp | 29.30%+35.7pp | 41.45%+23.6pp |
| Employer contribution / active EE | $10,418 | $6,029+72.8% | $5,211+99.9% | $4,869+114.0% |
| Participant deferral / active EE | $12,033 | $6,958+72.9% | $6,282+91.6% | $5,287+127.6% |
| Admin fee / account holder | $133 | $11,765-98.9% | $9,324-98.6% | $10,132-98.7% |