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 | $71,369 | $209,411-65.9% | $178,490-60.0% | $158,922-55.1% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 12.94% | 188.75%-175.8pp | 151.07%-138.1pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,890 | $5,706-66.9% | $5,011-62.3% | $4,761-60.3% |
| Participant deferral / active EE | $9,460 | $5,954+58.9% | $5,202+81.9% | $5,982+58.1% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |