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 | $65,682 | $98,750-33.5% | $149,696-56.1% | $79,858-17.8% |
| Participation rate | 89.7% | 75.8%+14.0pp | 82.5%+7.3pp | 69.6%+20.1pp |
| Annual return | 17.95% | 27.43%-9.5pp | 276.60%-258.6pp | 31.71%-13.8pp |
| Employer contribution / active EE | $4,790 | $3,216+48.9% | $4,644+3.1% | $2,471+93.8% |
| Participant deferral / active EE | $5,840 | $5,680+2.8% | $6,842-14.6% | $3,740+56.1% |
| Admin fee / account holder | $274 | $6,053-95.5% | $9,309-97.1% | $5,306-94.8% |