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 | $103,014 | $77,899+32.2% | $149,673-31.2% | $75,163+37.1% |
| Participation rate | 84.0% | 65.6%+18.4pp | 78.8%+5.2pp | 67.2%+16.8pp |
| Annual return | 21.81% | 31.72%-9.9pp | 134.42%-112.6pp | 160.62%-138.8pp |
| Employer contribution / active EE | $7,662 | $3,137+144.2% | $4,818+59.0% | $2,670+187.0% |
| Participant deferral / active EE | $5,301 | $3,411+55.4% | $5,680-6.7% | $4,125+28.5% |
| Admin fee / account holder | $40 | $5,956-99.3% | $13,210-99.7% | $5,651-99.3% |