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 | $53,923 | $103,376-47.8% | $87,100-38.1% | $152,861-64.7% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 22.15% | 28.10%-6.0pp | 28.19%-6.0pp | 345.32%-323.2pp |
| Employer contribution / active EE | $1,177 | $3,220-63.5% | $2,521-53.3% | $4,762-75.3% |
| Participant deferral / active EE | $2,090 | $4,778-56.3% | $4,049-48.4% | $5,850-64.3% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |