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 | $100,015 | $98,240+1.8% | $82,313+21.5% | $147,584-32.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.84% | 30.85%-16.0pp | 25.88%-11.0pp | 578.55%-563.7pp |
| Employer contribution / active EE | $875 | $3,192-72.6% | $2,428-64.0% | $4,876-82.1% |
| Participant deferral / active EE | $8,547 | $4,383+95.0% | $3,706+130.6% | $5,439+57.2% |
| Admin fee / account holder | $56 | $8,563-99.3% | $5,608-99.0% | $10,885-99.5% |