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 7-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 | $110,248 | $90,348+22.0% | $75,972+45.1% | $145,922-24.4% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.1%+8.7pp | 80.3%-2.5pp |
| Annual return | 12.45% | 620.88%-608.4pp | 359.55%-347.1pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,603 | $3,311-51.6% | $2,685-40.3% | $4,660-65.6% |
| Participant deferral / active EE | $10,156 | $5,162+96.8% | $4,255+138.7% | $6,688+51.9% |
| Admin fee / account holder | $12 | $8,467-99.9% | $6,467-99.8% | $13,397-99.9% |