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 | $86,145 | $100,773-14.5% | $88,946-3.1% | $142,382-39.5% |
| Participation rate | 90.0% | 74.3%+15.7pp | 68.8%+21.2pp | 80.1%+9.9pp |
| Annual return | 18.16% | 70.18%-52.0pp | 57.82%-39.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,880 | $2,918-35.6% | $2,555-26.4% | $4,299-56.3% |
| Participant deferral / active EE | $5,803 | $5,230+11.0% | $4,581+26.7% | $6,507-10.8% |
| Admin fee / account holder | $13 | $9,693-99.9% | $8,261-99.8% | $12,624-99.9% |