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 | $74,342 | $63,346+17.4% | $92,233-19.4% | $70,131+6.0% |
| Participation rate | 90.0% | 68.7%+21.3pp | 76.5%+13.5pp | 69.5%+20.5pp |
| Annual return | 16.71% | 530.12%-513.4pp | 176.28%-159.6pp | 73.14%-56.4pp |
| Employer contribution / active EE | $4,165 | $2,471+68.5% | $3,679+13.2% | $2,342+77.8% |
| Participant deferral / active EE | $5,163 | $2,854+80.9% | $3,897+32.5% | $3,332+55.0% |
| Admin fee / account holder | $227 | $3,840-94.1% | $5,194-95.6% | $4,645-95.1% |