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 | $61,595 | $124,319-50.5% | $111,297-44.7% | $167,490-63.2% |
| Participation rate | 91.7% | 79.6%+12.1pp | 77.3%+14.4pp | 82.1%+9.6pp |
| Annual return | 16.68% | 37.44%-20.8pp | 54.65%-38.0pp | 478.56%-461.9pp |
| Employer contribution / active EE | $2,743 | $3,435-20.2% | $2,731+0.4% | $4,837-43.3% |
| Participant deferral / active EE | $6,602 | $5,180+27.4% | $4,487+47.1% | $6,341+4.1% |
| Admin fee / account holder | $217 | $10,618-98.0% | $7,964-97.3% | $12,309-98.2% |