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 | $81,814 | $60,124+36.1% | $90,404-9.5% | $79,858+2.5% |
| Participation rate | 85.7% | 65.0%+20.7pp | 72.7%+13.0pp | 69.6%+16.1pp |
| Annual return | 21.75% | 71.94%-50.2pp | 1293.02%-1271.3pp | 31.71%-10.0pp |
| Employer contribution / active EE | $567 | $2,068-72.6% | $3,262-82.6% | $2,471-77.1% |
| Participant deferral / active EE | $3,149 | $2,938+7.2% | $3,963-20.5% | $3,740-15.8% |
| Admin fee / account holder | $281 | $3,976-92.9% | $5,611-95.0% | $5,306-94.7% |