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 | $62,234 | $162,781-61.8% | $133,956-53.5% | $158,922-60.8% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 10.28% | 41.94%-31.7pp | 45.09%-34.8pp | 302.83%-292.5pp |
| Employer contribution / active EE | $9,385 | $4,975+88.6% | $3,919+139.5% | $4,761+97.1% |
| Participant deferral / active EE | $11,505 | $5,911+94.6% | $5,048+127.9% | $5,982+92.3% |
| Admin fee / account holder | $12 | $11,736-99.9% | $8,927-99.9% | $11,246-99.9% |