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 | $93,538 | $65,561+42.7% | $86,188+8.5% | $75,163+24.4% |
| Participation rate | 95.0% | 60.5%+34.5pp | 69.0%+26.0pp | 67.2%+27.8pp |
| Annual return | 14.82% | 46.05%-31.2pp | 1168.45%-1153.6pp | 160.62%-145.8pp |
| Employer contribution / active EE | $2,154 | $1,553+38.7% | $2,380-9.5% | $2,670-19.3% |
| Participant deferral / active EE | $6,043 | $3,024+99.9% | $3,985+51.6% | $4,125+46.5% |
| Admin fee / account holder | $274 | $5,474-95.0% | $6,852-96.0% | $5,651-95.2% |