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 | $64,489 | $104,907-38.5% | $84,611-23.8% | $152,861-57.8% |
| Participation rate | 92.3% | 74.8%+17.5pp | 68.2%+24.1pp | 82.4%+9.9pp |
| Annual return | 11.32% | 373.79%-362.5pp | 258.74%-247.4pp | 345.32%-334.0pp |
| Employer contribution / active EE | $1,905 | $3,302-42.3% | $2,652-28.2% | $4,762-60.0% |
| Participant deferral / active EE | $6,834 | $4,688+45.8% | $3,899+75.3% | $5,850+16.8% |
| Admin fee / account holder | $213 | $6,241-96.6% | $4,912-95.7% | $11,596-98.2% |