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 | $103,490 | $138,065-25.0% | $123,544-16.2% | $135,375-23.6% |
| Participation rate | 90.5% | 84.7%+5.7pp | 82.3%+8.2pp | 82.6%+7.8pp |
| Annual return | 8.26% | 153.68%-145.4pp | 119.20%-110.9pp | 519.73%-511.5pp |
| Employer contribution / active EE | $2,690 | $5,151-47.8% | $4,628-41.9% | $4,779-43.7% |
| Participant deferral / active EE | $9,712 | $6,799+42.8% | $6,426+51.2% | $5,609+73.2% |
| Admin fee / account holder | $20 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |