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 | $90,225 | $127,065-29.0% | $113,168-20.3% | $142,382-36.6% |
| Participation rate | 92.9% | 79.2%+13.7pp | 76.6%+16.3pp | 80.1%+12.7pp |
| Annual return | 24.14% | 24.03%+0.1pp | 24.27%-0.1pp | 217.08%-192.9pp |
| Employer contribution / active EE | $7,075 | $3,442+105.5% | $2,975+137.8% | $4,299+64.6% |
| Participant deferral / active EE | $10,073 | $5,716+76.2% | $5,107+97.2% | $6,507+54.8% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |