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 | $113,979 | $104,251+9.3% | $91,001+25.3% | $147,584-22.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 23.89% | 27.06%-3.2pp | 4.60%+19.3pp | 578.55%-554.7pp |
| Employer contribution / active EE | $15,290 | $3,116+390.7% | $2,456+522.7% | $4,876+213.6% |
| Participant deferral / active EE | $8,117 | $4,195+93.5% | $3,547+128.8% | $5,439+49.2% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |