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 | $111,095 | $92,222+20.5% | $76,768+44.7% | $135,375-17.9% |
| Participation rate | 91.3% | 79.8%+11.5pp | 77.0%+14.3pp | 82.6%+8.7pp |
| Annual return | 9.52% | 5.46%+4.1pp | 2.43%+7.1pp | 519.73%-510.2pp |
| Employer contribution / active EE | $2,811 | $3,216-12.6% | $2,485+13.1% | $4,779-41.2% |
| Participant deferral / active EE | $10,132 | $4,509+124.7% | $3,852+163.1% | $5,609+80.6% |
| Admin fee / account holder | $299 | $10,748-97.2% | $6,675-95.5% | $10,827-97.2% |