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 | $94,717 | $91,037+4.0% | $71,671+32.2% | $147,584-35.8% |
| Participation rate | 80.0% | 76.1%+3.9pp | 68.7%+11.3pp | 82.8%-2.8pp |
| Annual return | 27.32% | 20.48%+6.8pp | 20.65%+6.7pp | 578.55%-551.2pp |
| Employer contribution / active EE | $3,664 | $3,327+10.1% | $2,460+48.9% | $4,876-24.9% |
| Participant deferral / active EE | $6,681 | $4,498+48.5% | $3,438+94.3% | $5,439+22.9% |
| Admin fee / account holder | $275 | $8,613-96.8% | $5,558-95.0% | $10,885-97.5% |