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 | $84,247 | $99,020-14.9% | $86,590-2.7% | $147,584-42.9% |
| Participation rate | 70.0% | 76.3%-6.3pp | 73.5%-3.5pp | 82.8%-12.8pp |
| Annual return | 18.11% | 1312.34%-1294.2pp | 964.84%-946.7pp | 578.55%-560.4pp |
| Employer contribution / active EE | $1,046 | $3,132-66.6% | $2,839-63.2% | $4,876-78.5% |
| Participant deferral / active EE | $4,828 | $3,972+21.5% | $3,609+33.8% | $5,439-11.2% |
| Admin fee / account holder | $91 | $5,710-98.4% | $4,906-98.1% | $10,885-99.2% |