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 | $112,648 | $135,952-17.1% | $123,892-9.1% | $273,961-58.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 16.60% | 56.63%-40.0pp | 47.52%-30.9pp | 41.45%-24.9pp |
| Employer contribution / active EE | $10,840 | $5,170+109.7% | $4,617+134.8% | $4,869+122.6% |
| Participant deferral / active EE | $6,875 | $6,343+8.4% | $5,984+14.9% | $5,287+30.0% |
| Admin fee / account holder | $90 | $9,817-99.1% | $8,357-98.9% | $10,132-99.1% |