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 | $128,968 | $78,422+64.5% | $95,952+34.4% | $79,858+61.5% |
| Participation rate | 95.7% | 73.5%+22.3pp | 77.1%+18.7pp | 69.6%+26.1pp |
| Annual return | 23.93% | 19.37%+4.6pp | 91.61%-67.7pp | 31.71%-7.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,514 | $3,440+60.3% | $4,167+32.3% | $3,740+47.4% |
| Admin fee / account holder | $160 | $5,622-97.2% | $6,795-97.6% | $5,306-97.0% |