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 | $65,864 | $61,605+6.9% | $112,229-41.3% | $75,163-12.4% |
| Participation rate | 93.0% | 61.7%+31.3pp | 72.4%+20.5pp | 67.2%+25.8pp |
| Annual return | 15.92% | 28.47%-12.5pp | 30.20%-14.3pp | 160.62%-144.7pp |
| Employer contribution / active EE | $4,166 | $2,015+106.7% | $3,430+21.5% | $2,670+56.0% |
| Participant deferral / active EE | $2,983 | $3,108-4.0% | $4,798-37.8% | $4,125-27.7% |
| Admin fee / account holder | $170 | $4,862-96.5% | $7,748-97.8% | $5,651-97.0% |