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 | $29,382 | $103,376-71.6% | $87,100-66.3% | $152,861-80.8% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 15.73% | 28.10%-12.4pp | 28.19%-12.5pp | 345.32%-329.6pp |
| Employer contribution / active EE | $1,984 | $3,220-38.4% | $2,521-21.3% | $4,762-58.3% |
| Participant deferral / active EE | $6,049 | $4,778+26.6% | $4,049+49.4% | $5,850+3.4% |
| Admin fee / account holder | $197 | $12,205-98.4% | $7,497-97.4% | $11,596-98.3% |