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 | $119,602 | $91,190+31.2% | $178,490-33.0% | $79,858+49.8% |
| Participation rate | 86.5% | 69.2%+17.3pp | 81.9%+4.6pp | 69.6%+16.9pp |
| Annual return | 15.24% | 24.19%-9.0pp | 151.07%-135.8pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,834 | $3,256-43.7% | $5,011-63.4% | $2,471-25.8% |
| Participant deferral / active EE | $4,374 | $3,236+35.2% | $5,202-15.9% | $3,740+17.0% |
| Admin fee / account holder | $220 | $6,751-96.7% | $13,984-98.4% | $5,306-95.9% |