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 | $134,136 | $110,257+21.7% | $96,544+38.9% | $139,434-3.8% |
| Participation rate | 91.7% | 78.1%+13.6pp | 76.0%+15.7pp | 80.3%+11.3pp |
| Annual return | 28.50% | 26.32%+2.2pp | 25.84%+2.7pp | 372.94%-344.4pp |
| Employer contribution / active EE | $8,333 | $3,620+130.2% | $2,965+181.1% | $4,751+75.4% |
| Participant deferral / active EE | $6,934 | $5,548+25.0% | $4,851+42.9% | $6,710+3.3% |
| Admin fee / account holder | $228 | $11,591-98.0% | $8,252-97.2% | $11,403-98.0% |