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 | $69,437 | $209,411-66.8% | $178,490-61.1% | $158,922-56.3% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 15.71% | 188.75%-173.0pp | 151.07%-135.4pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,659 | $5,706-70.9% | $5,011-66.9% | $4,761-65.1% |
| Participant deferral / active EE | $7,861 | $5,954+32.0% | $5,202+51.1% | $5,982+31.4% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |