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 | $53,337 | $152,587-65.0% | $125,175-57.4% | $152,861-65.1% |
| Participation rate | 89.5% | 83.3%+6.1pp | 79.8%+9.7pp | 82.4%+7.0pp |
| Annual return | 16.92% | 54.84%-37.9pp | 43.79%-26.9pp | 345.32%-328.4pp |
| Employer contribution / active EE | $1,356 | $4,946-72.6% | $3,865-64.9% | $4,762-71.5% |
| Participant deferral / active EE | $3,203 | $5,868-45.4% | $4,937-35.1% | $5,850-45.3% |
| Admin fee / account holder | $228 | $13,434-98.3% | $9,702-97.7% | $11,596-98.0% |