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 | $115,925 | $104,251+11.2% | $91,001+27.4% | $147,584-21.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 21.17% | 27.06%-5.9pp | 4.60%+16.6pp | 578.55%-557.4pp |
| Employer contribution / active EE | $2,680 | $3,116-14.0% | $2,456+9.1% | $4,876-45.0% |
| Participant deferral / active EE | $17,975 | $4,195+328.5% | $3,547+406.7% | $5,439+230.5% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |