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 | $132,838 | $106,515+24.7% | $96,683+37.4% | $139,434-4.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.25% | 38.43%-17.2pp | 35.69%-14.4pp | 372.94%-351.7pp |
| Employer contribution / active EE | $6,115 | $4,103+49.1% | $3,737+63.7% | $4,751+28.7% |
| Participant deferral / active EE | $17,398 | $5,454+219.0% | $4,878+256.6% | $6,710+159.3% |
| Admin fee / account holder | $63 | $7,877-99.2% | $6,730-99.1% | $11,403-99.5% |