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 | $97,734 | $86,286+13.3% | $111,297-12.2% | $85,850+13.8% |
| Participation rate | 88.9% | 73.3%+15.6pp | 77.3%+11.6pp | 69.3%+19.6pp |
| Annual return | 14.55% | 19.99%-5.4pp | 54.65%-40.1pp | 318.53%-304.0pp |
| Employer contribution / active EE | $2,011 | $2,043-1.6% | $2,731-26.4% | $2,565-21.6% |
| Participant deferral / active EE | $5,632 | $3,641+54.7% | $4,487+25.5% | $3,952+42.5% |
| Admin fee / account holder | $236 | $8,188-97.1% | $7,964-97.0% | $6,260-96.2% |