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 | $108,324 | $109,881-1.4% | $150,045-27.8% | $84,808+27.7% |
| Participation rate | 86.0% | 76.1%+9.9pp | 82.3%+3.7pp | 68.3%+17.7pp |
| Annual return | 16.02% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,887 | $3,561+9.2% | $4,693-17.2% | $2,631+47.8% |
| Participant deferral / active EE | $6,737 | $6,636+1.5% | $7,997-15.8% | $4,212+60.0% |
| Admin fee / account holder | $10 | $8,568-99.9% | $13,435-99.9% | $7,344-99.9% |