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 | $104,227 | $108,172-3.6% | $77,482+34.5% | $158,922-34.4% |
| Participation rate | 84.2% | 64.4%+19.8pp | 54.2%+30.0pp | 82.0%+2.3pp |
| Annual return | 16.63% | 31.67%-15.0pp | 54.79%-38.2pp | 302.83%-286.2pp |
| Employer contribution / active EE | $7,181 | $1,325+442.0% | $986+627.9% | $4,761+50.8% |
| Participant deferral / active EE | $1,535 | $2,456-37.5% | $1,861-17.5% | $5,982-74.3% |
| Admin fee / account holder | $9 | $3,708-99.8% | $2,858-99.7% | $11,246-99.9% |