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 | $115,205 | $109,881+4.8% | $150,045-23.2% | $84,808+35.8% |
| Participation rate | 93.3% | 76.1%+17.2pp | 82.3%+11.0pp | 68.3%+25.0pp |
| Annual return | 17.83% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $3,363 | $3,561-5.6% | $4,693-28.3% | $2,631+27.8% |
| Participant deferral / active EE | $9,109 | $6,636+37.3% | $7,997+13.9% | $4,212+116.3% |
| Admin fee / account holder | $235 | $8,568-97.3% | $13,435-98.2% | $7,344-96.8% |