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 | $83,529 | $158,398-47.3% | $126,539-34.0% | $142,382-41.3% |
| Participation rate | 86.7% | 75.8%+10.9pp | 69.8%+16.8pp | 80.1%+6.5pp |
| Annual return | 16.95% | 593.76%-576.8pp | 425.95%-409.0pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,955 | $4,650-36.4% | $3,674-19.6% | $4,299-31.3% |
| Participant deferral / active EE | $4,323 | $4,767-9.3% | $4,083+5.9% | $6,507-33.6% |
| Admin fee / account holder | $7 | $6,918-99.9% | $6,065-99.9% | $12,624-99.9% |