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 | $57,871 | $100,773-42.6% | $88,946-34.9% | $142,382-59.4% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.8%+20.0pp | 80.1%+8.8pp |
| Annual return | 19.45% | 70.18%-50.7pp | 57.82%-38.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,197 | $2,918+9.6% | $2,555+25.1% | $4,299-25.6% |
| Participant deferral / active EE | $6,243 | $5,230+19.4% | $4,581+36.3% | $6,507-4.1% |
| Admin fee / account holder | $28 | $9,693-99.7% | $8,261-99.7% | $12,624-99.8% |