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 7-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 | $61,448 | $111,754-45.0% | $103,333-40.5% | $145,922-57.9% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.5pp |
| Annual return | 9.99% | 24.77%-14.8pp | 24.88%-14.9pp | 561.29%-551.3pp |
| Employer contribution / active EE | $8,349 | $4,212+98.2% | $3,868+115.9% | $4,660+79.2% |
| Participant deferral / active EE | $3,073 | $5,619-45.3% | $5,057-39.2% | $6,688-54.0% |
| Admin fee / account holder | $182 | $9,750-98.1% | $8,355-97.8% | $13,397-98.6% |