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 | $79,935 | $93,571-14.6% | $135,903-41.2% | $75,163+6.3% |
| Participation rate | 91.2% | 75.2%+16.0pp | 81.9%+9.3pp | 67.2%+24.0pp |
| Annual return | 20.54% | 30.90%-10.4pp | 68.23%-47.7pp | 160.62%-140.1pp |
| Employer contribution / active EE | $6,097 | $3,537+72.4% | $4,856+25.5% | $2,670+128.4% |
| Participant deferral / active EE | $8,699 | $6,404+35.8% | $7,758+12.1% | $4,125+110.9% |
| Admin fee / account holder | $176 | $6,975-97.5% | $10,762-98.4% | $5,651-96.9% |