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 | $60,323 | $107,934-44.1% | $91,989-34.4% | $152,861-60.5% |
| Participation rate | 91.7% | 81.2%+10.5pp | 78.6%+13.0pp | 82.4%+9.2pp |
| Annual return | 19.71% | 89.24%-69.5pp | 69.02%-49.3pp | 345.32%-325.6pp |
| Employer contribution / active EE | $1,945 | $4,210-53.8% | $3,452-43.7% | $4,762-59.2% |
| Participant deferral / active EE | $5,802 | $6,364-8.8% | $5,923-2.0% | $5,850-0.8% |
| Admin fee / account holder | $50 | $10,520-99.5% | $7,743-99.3% | $11,596-99.6% |