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 | $139,893 | $102,966+35.9% | $90,281+55.0% | $152,861-8.5% |
| Participation rate | 94.7% | 75.9%+18.9pp | 73.3%+21.5pp | 82.4%+12.3pp |
| Annual return | 20.28% | 95.16%-74.9pp | 78.10%-57.8pp | 345.32%-325.0pp |
| Employer contribution / active EE | $2,302 | $3,139-26.7% | $2,854-19.4% | $4,762-51.7% |
| Participant deferral / active EE | $5,537 | $4,281+29.3% | $3,885+42.5% | $5,850-5.4% |
| Admin fee / account holder | $60 | $6,171-99.0% | $5,351-98.9% | $11,596-99.5% |