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 | $69,636 | $124,281-44.0% | $109,143-36.2% | $167,490-58.4% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 17.35% | 26.04%-8.7pp | 25.75%-8.4pp | 478.56%-461.2pp |
| Employer contribution / active EE | $2,374 | $4,207-43.6% | $3,722-36.2% | $4,837-50.9% |
| Participant deferral / active EE | $5,790 | $5,255+10.2% | $4,653+24.4% | $6,341-8.7% |
| Admin fee / account holder | $9 | $7,970-99.9% | $6,752-99.9% | $12,309-99.9% |