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 | $105,841 | $165,335-36.0% | $149,696-29.3% | $158,922-33.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.58% | 348.15%-330.6pp | 276.60%-259.0pp | 302.83%-285.2pp |
| Employer contribution / active EE | $9,037 | $5,103+77.1% | $4,644+94.6% | $4,761+89.8% |
| Participant deferral / active EE | $11,305 | $7,181+57.4% | $6,842+65.2% | $5,982+89.0% |
| Admin fee / account holder | $62 | $10,807-99.4% | $9,309-99.3% | $11,246-99.4% |