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 | $61,262 | $112,881-45.7% | $90,951-32.6% | $158,922-61.5% |
| Participation rate | 92.9% | 74.7%+18.1pp | 69.0%+23.8pp | 82.0%+10.9pp |
| Annual return | 17.95% | 215.79%-197.8pp | 134.60%-116.7pp | 302.83%-284.9pp |
| Employer contribution / active EE | $5,734 | $2,893+98.2% | $2,122+170.2% | $4,761+20.4% |
| Participant deferral / active EE | $4,016 | $4,128-2.7% | $3,373+19.1% | $5,982-32.9% |
| Admin fee / account holder | $14 | $8,041-99.8% | $5,959-99.8% | $11,246-99.9% |