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 | $110,544 | $76,312+44.9% | $67,221+64.4% | $158,922-30.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 20.95% | 22.77%-1.8pp | 20.72%+0.2pp | 302.83%-281.9pp |
| Employer contribution / active EE | $5,600 | $4,476+25.1% | $3,723+50.4% | $4,761+17.6% |
| Participant deferral / active EE | $7,531 | $5,264+43.1% | $4,384+71.8% | $5,982+25.9% |
| Admin fee / account holder | $0 | $8,005-100.0% | $5,844-100.0% | $11,246-100.0% |