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 | $84,484 | $89,355-5.5% | $141,162-40.2% | $72,985+15.8% |
| Participation rate | 91.4% | 75.1%+16.3pp | 82.5%+9.0pp | 69.5%+21.9pp |
| Annual return | 23.85% | 111.85%-88.0pp | 71.39%-47.5pp | 81.00%-57.2pp |
| Employer contribution / active EE | $3,423 | $3,114+9.9% | $4,735-27.7% | $2,440+40.3% |
| Participant deferral / active EE | $8,961 | $5,418+65.4% | $6,709+33.6% | $3,607+148.4% |
| Admin fee / account holder | $235 | $5,958-96.1% | $10,261-97.7% | $5,124-95.4% |