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 7-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 | $53,930 | $114,381-52.9% | $107,525-49.8% | $142,382-62.1% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.1%+17.2pp | 80.1%+12.2pp |
| Annual return | 16.86% | 242.71%-225.9pp | 181.32%-164.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,098 | $4,015-72.7% | $3,754-70.8% | $4,299-74.5% |
| Participant deferral / active EE | $8,127 | $5,564+46.1% | $5,116+58.9% | $6,507+24.9% |
| Admin fee / account holder | $9 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |