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 | $55,346 | $112,096-50.6% | $95,952-42.3% | $158,922-65.2% |
| Participation rate | 93.3% | 79.0%+14.4pp | 77.1%+16.3pp | 82.0%+11.4pp |
| Annual return | 24.58% | 171.09%-146.5pp | 91.61%-67.0pp | 302.83%-278.2pp |
| Employer contribution / active EE | $1,201 | $3,198-62.4% | $2,541-52.7% | $4,761-74.8% |
| Participant deferral / active EE | $10,041 | $4,784+109.9% | $4,167+141.0% | $5,982+67.8% |
| Admin fee / account holder | $20 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |