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 | $90,401 | $109,881-17.7% | $150,045-39.8% | $84,808+6.6% |
| Participation rate | 97.5% | 76.1%+21.4pp | 82.3%+15.2pp | 68.3%+29.2pp |
| Annual return | 20.02% | 28.25%-8.2pp | 62.55%-42.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $2,250 | $3,561-36.8% | $4,693-52.1% | $2,631-14.5% |
| Participant deferral / active EE | $7,802 | $6,636+17.6% | $7,997-2.4% | $4,212+85.2% |
| Admin fee / account holder | $216 | $8,568-97.5% | $13,435-98.4% | $7,344-97.1% |