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 | $102,059 | $109,881-7.1% | $150,045-32.0% | $84,808+20.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.80% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $5,192 | $3,561+45.8% | $4,693+10.6% | $2,631+97.4% |
| Participant deferral / active EE | $9,512 | $6,636+43.3% | $7,997+18.9% | $4,212+125.9% |
| Admin fee / account holder | $155 | $8,568-98.2% | $13,435-98.8% | $7,344-97.9% |