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 | $101,940 | $98,240+3.8% | $82,313+23.8% | $147,584-30.9% |
| Participation rate | 93.3% | 79.7%+13.6pp | 76.9%+16.4pp | 82.8%+10.5pp |
| Annual return | 22.73% | 30.85%-8.1pp | 25.88%-3.1pp | 578.55%-555.8pp |
| Employer contribution / active EE | $1,692 | $3,192-47.0% | $2,428-30.3% | $4,876-65.3% |
| Participant deferral / active EE | $4,372 | $4,383-0.3% | $3,706+18.0% | $5,439-19.6% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |