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 | $93,390 | $152,587-38.8% | $125,175-25.4% | $152,861-38.9% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 14.35% | 54.84%-40.5pp | 43.79%-29.4pp | 345.32%-331.0pp |
| Employer contribution / active EE | $7,867 | $4,946+59.0% | $3,865+103.5% | $4,762+65.2% |
| Participant deferral / active EE | $6,093 | $5,868+3.8% | $4,937+23.4% | $5,850+4.2% |
| Admin fee / account holder | $44 | $13,434-99.7% | $9,702-99.5% | $11,596-99.6% |