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 | $100,654 | $113,339-11.2% | $94,993+6.0% | $147,584-31.8% |
| Participation rate | 88.2% | 78.0%+10.3pp | 73.9%+14.4pp | 82.8%+5.4pp |
| Annual return | 19.02% | 20.77%-1.7pp | 27.12%-8.1pp | 578.55%-559.5pp |
| Employer contribution / active EE | $1,416 | $3,160-55.2% | $2,603-45.6% | $4,876-71.0% |
| Participant deferral / active EE | $1,809 | $3,777-52.1% | $3,317-45.5% | $5,439-66.7% |
| Admin fee / account holder | $74 | $6,063-98.8% | $4,960-98.5% | $10,885-99.3% |