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 | $58,519 | $102,966-43.2% | $90,281-35.2% | $152,861-61.7% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 22.64% | 95.16%-72.5pp | 78.10%-55.5pp | 345.32%-322.7pp |
| Employer contribution / active EE | $2,084 | $3,139-33.6% | $2,854-27.0% | $4,762-56.2% |
| Participant deferral / active EE | $3,549 | $4,281-17.1% | $3,885-8.7% | $5,850-39.3% |
| Admin fee / account holder | $53 | $6,171-99.1% | $5,351-99.0% | $11,596-99.5% |