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 | $52,574 | $158,398-66.8% | $126,539-58.5% | $142,382-63.1% |
| Participation rate | 87.5% | 75.8%+11.7pp | 69.8%+17.7pp | 80.1%+7.4pp |
| Annual return | 17.34% | 593.76%-576.4pp | 425.95%-408.6pp | 217.08%-199.7pp |
| Employer contribution / active EE | $5,271 | $4,650+13.4% | $3,674+43.5% | $4,299+22.6% |
| Participant deferral / active EE | $7,440 | $4,767+56.1% | $4,083+82.2% | $6,507+14.3% |
| Admin fee / account holder | $292 | $6,918-95.8% | $6,065-95.2% | $12,624-97.7% |