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 | $59,574 | $91,190-34.7% | $178,490-66.6% | $79,858-25.4% |
| Participation rate | 88.5% | 69.2%+19.3pp | 81.9%+6.5pp | 69.6%+18.8pp |
| Annual return | 13.70% | 24.19%-10.5pp | 151.07%-137.4pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,800 | $3,256-44.7% | $5,011-64.1% | $2,471-27.2% |
| Participant deferral / active EE | $3,919 | $3,236+21.1% | $5,202-24.7% | $3,740+4.8% |
| Admin fee / account holder | $61 | $6,751-99.1% | $13,984-99.6% | $5,306-98.8% |