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 | $51,245 | $157,256-67.4% | $141,162-63.7% | $152,861-66.5% |
| Participation rate | 95.8% | 84.8%+11.0pp | 82.5%+13.4pp | 82.4%+13.4pp |
| Annual return | 69.78% | 64.32%+5.5pp | 71.39%-1.6pp | 345.32%-275.5pp |
| Employer contribution / active EE | $4,072 | $5,261-22.6% | $4,735-14.0% | $4,762-14.5% |
| Participant deferral / active EE | $7,132 | $7,109+0.3% | $6,709+6.3% | $5,850+21.9% |
| Admin fee / account holder | $146 | $12,120-98.8% | $10,261-98.6% | $11,596-98.7% |