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 | $59,685 | $60,124-0.7% | $90,404-34.0% | $79,858-25.3% |
| Participation rate | 78.5% | 65.0%+13.5pp | 72.7%+5.8pp | 69.6%+8.8pp |
| Annual return | 11.00% | 71.94%-60.9pp | 1293.02%-1282.0pp | 31.71%-20.7pp |
| Employer contribution / active EE | $2,337 | $2,068+13.0% | $3,262-28.3% | $2,471-5.4% |
| Participant deferral / active EE | $4,264 | $2,938+45.1% | $3,963+7.6% | $3,740+14.0% |
| Admin fee / account holder | $267 | $3,976-93.3% | $5,611-95.2% | $5,306-95.0% |