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 | $152,338 | $117,983+29.1% | $101,794+49.7% | $142,382+7.0% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.2%+21.7pp | 80.1%+10.8pp |
| Annual return | 16.22% | 36.92%-20.7pp | 30.53%-14.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,572 | $2,773-7.2% | $2,289+12.4% | $4,299-40.2% |
| Participant deferral / active EE | $9,993 | $4,714+112.0% | $4,084+144.7% | $6,507+53.6% |
| Admin fee / account holder | $12 | $10,433-99.9% | $8,777-99.9% | $12,624-99.9% |