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 | $163,716 | $91,190+79.5% | $178,490-8.3% | $79,858+105.0% |
| Participation rate | 96.8% | 69.2%+27.6pp | 81.9%+14.9pp | 69.6%+27.1pp |
| Annual return | 14.17% | 24.19%-10.0pp | 151.07%-136.9pp | 31.71%-17.5pp |
| Employer contribution / active EE | $2,393 | $3,256-26.5% | $5,011-52.2% | $2,471-3.1% |
| Participant deferral / active EE | $6,228 | $3,236+92.5% | $5,202+19.7% | $3,740+66.5% |
| Admin fee / account holder | $21 | $6,751-99.7% | $13,984-99.8% | $5,306-99.6% |