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 | $100,454 | $103,376-2.8% | $87,100+15.3% | $152,861-34.3% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 22.18% | 28.10%-5.9pp | 28.19%-6.0pp | 345.32%-323.1pp |
| Employer contribution / active EE | $2,925 | $3,220-9.2% | $2,521+16.0% | $4,762-38.6% |
| Participant deferral / active EE | $4,866 | $4,778+1.8% | $4,049+20.2% | $5,850-16.8% |
| Admin fee / account holder | $76 | $12,205-99.4% | $7,497-99.0% | $11,596-99.3% |