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 | $50,617 | $98,240-48.5% | $82,313-38.5% | $147,584-65.7% |
| Participation rate | 95.5% | 79.7%+15.7pp | 76.9%+18.6pp | 82.8%+12.6pp |
| Annual return | 17.39% | 30.85%-13.5pp | 25.88%-8.5pp | 578.55%-561.2pp |
| Employer contribution / active EE | $4,581 | $3,192+43.5% | $2,428+88.7% | $4,876-6.1% |
| Participant deferral / active EE | $3,897 | $4,383-11.1% | $3,706+5.1% | $5,439-28.3% |
| Admin fee / account holder | $199 | $8,563-97.7% | $5,608-96.5% | $10,885-98.2% |