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 | $114,656 | $109,881+4.3% | $150,045-23.6% | $84,808+35.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.43% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $5,769 | $3,561+62.0% | $4,693+22.9% | $2,631+119.3% |
| Participant deferral / active EE | $8,476 | $6,636+27.7% | $7,997+6.0% | $4,212+101.3% |
| Admin fee / account holder | $96 | $8,568-98.9% | $13,435-99.3% | $7,344-98.7% |