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 | $104,313 | $74,888+39.3% | $71,209+46.5% | $142,382-26.7% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.8%+20.4pp | 80.1%+14.0pp |
| Annual return | 15.28% | 345.14%-329.9pp | 282.51%-267.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,923 | $2,854+2.4% | $2,721+7.4% | $4,299-32.0% |
| Participant deferral / active EE | $9,686 | $4,454+117.5% | $4,175+132.0% | $6,507+48.9% |
| Admin fee / account holder | $259 | $5,568-95.3% | $5,349-95.2% | $12,624-97.9% |