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 | $60,295 | $63,346-4.8% | $92,233-34.6% | $70,131-14.0% |
| Participation rate | 96.6% | 68.7%+27.9pp | 76.5%+20.1pp | 69.5%+27.0pp |
| Annual return | 20.70% | 530.12%-509.4pp | 176.28%-155.6pp | 73.14%-52.4pp |
| Employer contribution / active EE | $1,672 | $2,471-32.3% | $3,679-54.6% | $2,342-28.6% |
| Participant deferral / active EE | $3,246 | $2,854+13.7% | $3,897-16.7% | $3,332-2.6% |
| Admin fee / account holder | $267 | $3,840-93.1% | $5,194-94.9% | $4,645-94.3% |