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 | $79,276 | $74,888+5.9% | $71,209+11.3% | $142,382-44.3% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 15.84% | 345.14%-329.3pp | 282.51%-266.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,054 | $2,854-63.1% | $2,721-61.3% | $4,299-75.5% |
| Participant deferral / active EE | $2,532 | $4,454-43.2% | $4,175-39.4% | $6,507-61.1% |
| Admin fee / account holder | $22 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |