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 | $63,666 | $78,705-19.1% | $117,854-46.0% | $70,131-9.2% |
| Participation rate | 76.2% | 73.2%+3.0pp | 79.7%-3.5pp | 69.5%+6.6pp |
| Annual return | 17.87% | 23.30%-5.4pp | 335.08%-317.2pp | 73.14%-55.3pp |
| Employer contribution / active EE | $3,195 | $2,223+43.7% | $3,786-15.6% | $2,342+36.4% |
| Participant deferral / active EE | $4,868 | $3,297+47.6% | $4,482+8.6% | $3,332+46.1% |
| Admin fee / account holder | $13 | $5,065-99.7% | $8,020-99.8% | $4,645-99.7% |