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 | $63,092 | $210,648-70.0% | $177,989-64.6% | $145,922-56.8% |
| Participation rate | 83.3% | 80.8%+2.6pp | 77.1%+6.2pp | 80.3%+3.1pp |
| Annual return | 11.58% | 385.86%-374.3pp | 294.48%-282.9pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,932 | $4,565-57.7% | $3,949-51.1% | $4,660-58.5% |
| Participant deferral / active EE | $9,918 | $6,958+42.5% | $6,276+58.0% | $6,688+48.3% |
| Admin fee / account holder | $193 | $12,013-98.4% | $10,363-98.1% | $13,397-98.6% |