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 | $146,152 | $115,882+26.1% | $100,516+45.4% | $158,922-8.0% |
| Participation rate | 83.3% | 81.6%+1.8pp | 79.4%+3.9pp | 82.0%+1.4pp |
| Annual return | 17.53% | 34.79%-17.3pp | 30.89%-13.4pp | 302.83%-285.3pp |
| Employer contribution / active EE | $1,454 | $4,103-64.6% | $3,418-57.5% | $4,761-69.5% |
| Participant deferral / active EE | $10,099 | $6,674+51.3% | $6,270+61.1% | $5,982+68.8% |
| Admin fee / account holder | $32 | $10,995-99.7% | $8,081-99.6% | $11,246-99.7% |