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 | $93,866 | $70,475+33.2% | $100,516-6.6% | $79,858+17.5% |
| Participation rate | 97.4% | 73.7%+23.7pp | 79.4%+18.0pp | 69.6%+27.7pp |
| Annual return | 19.08% | 21.90%-2.8pp | 30.89%-11.8pp | 31.71%-12.6pp |
| Employer contribution / active EE | $8,066 | $2,165+272.7% | $3,418+136.0% | $2,471+226.5% |
| Participant deferral / active EE | $7,977 | $5,181+54.0% | $6,270+27.2% | $3,740+113.3% |
| Admin fee / account holder | $0 | $4,478-100.0% | $8,081-100.0% | $5,306-100.0% |