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 | $136,055 | $185,822-26.8% | $169,993-20.0% | $139,434-2.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.93% | 60.50%-39.6pp | 53.37%-32.4pp | 372.94%-352.0pp |
| Employer contribution / active EE | $3,300 | $7,590-56.5% | $6,785-51.4% | $4,751-30.5% |
| Participant deferral / active EE | $3,320 | $11,622-71.4% | $10,408-68.1% | $6,710-50.5% |
| Admin fee / account holder | $20 | $15,381-99.9% | $12,815-99.8% | $11,403-99.8% |