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 8-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 | $119,747 | $90,348+32.5% | $75,972+57.6% | $145,922-17.9% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.1%+18.4pp | 80.3%+7.2pp |
| Annual return | 15.12% | 620.88%-605.8pp | 359.55%-344.4pp | 561.29%-546.2pp |
| Employer contribution / active EE | $4,690 | $3,311+41.6% | $2,685+74.7% | $4,660+0.6% |
| Participant deferral / active EE | $11,292 | $5,162+118.8% | $4,255+165.4% | $6,688+68.9% |
| Admin fee / account holder | $285 | $8,467-96.6% | $6,467-95.6% | $13,397-97.9% |