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 | $63,157 | $105,859-40.3% | $90,160-29.9% | $147,584-57.2% |
| Participation rate | 86.7% | 79.7%+6.9pp | 76.9%+9.8pp | 82.8%+3.8pp |
| Annual return | 15.44% | 37.63%-22.2pp | 34.88%-19.4pp | 578.55%-563.1pp |
| Employer contribution / active EE | $1,733 | $4,126-58.0% | $3,318-47.8% | $4,876-64.5% |
| Participant deferral / active EE | $6,404 | $5,733+11.7% | $5,288+21.1% | $5,439+17.7% |
| Admin fee / account holder | $152 | $8,046-98.1% | $5,943-97.5% | $10,885-98.6% |