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 | $67,086 | $114,381-41.3% | $107,525-37.6% | $142,382-52.9% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 15.31% | 242.71%-227.4pp | 181.32%-166.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,852 | $4,015-4.1% | $3,754+2.6% | $4,299-10.4% |
| Participant deferral / active EE | $15,764 | $5,564+183.3% | $5,116+208.1% | $6,507+142.3% |
| Admin fee / account holder | $11 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |