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 | $118,397 | $124,281-4.7% | $109,143+8.5% | $167,490-29.3% |
| Participation rate | 95.8% | 79.4%+16.4pp | 75.9%+20.0pp | 82.1%+13.7pp |
| Annual return | 13.80% | 26.04%-12.2pp | 25.75%-11.9pp | 478.56%-464.8pp |
| Employer contribution / active EE | $7,536 | $4,207+79.1% | $3,722+102.5% | $4,837+55.8% |
| Participant deferral / active EE | $7,057 | $5,255+34.3% | $4,653+51.7% | $6,341+11.3% |
| Admin fee / account holder | $241 | $7,970-97.0% | $6,752-96.4% | $12,309-98.0% |