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 | $98,244 | $78,422+25.3% | $95,952+2.4% | $79,858+23.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 11.85% | 19.37%-7.5pp | 91.61%-79.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $2,614 | $1,945+34.4% | $2,541+2.9% | $2,471+5.8% |
| Participant deferral / active EE | $8,458 | $3,440+145.9% | $4,167+103.0% | $3,740+126.1% |
| Admin fee / account holder | $8 | $5,622-99.9% | $6,795-99.9% | $5,306-99.8% |