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 | $53,335 | $113,339-52.9% | $94,993-43.9% | $147,584-63.9% |
| Participation rate | 83.3% | 78.0%+5.4pp | 73.9%+9.4pp | 82.8%+0.5pp |
| Annual return | 13.08% | 20.77%-7.7pp | 27.12%-14.0pp | 578.55%-565.5pp |
| Employer contribution / active EE | $4,554 | $3,160+44.1% | $2,603+74.9% | $4,876-6.6% |
| Participant deferral / active EE | $7,247 | $3,777+91.9% | $3,317+118.5% | $5,439+33.3% |
| Admin fee / account holder | $152 | $6,063-97.5% | $4,960-96.9% | $10,885-98.6% |