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 | $65,430 | $98,750-33.7% | $149,696-56.3% | $79,858-18.1% |
| Participation rate | 97.4% | 75.8%+21.7pp | 82.5%+15.0pp | 69.6%+27.8pp |
| Annual return | 14.75% | 27.43%-12.7pp | 276.60%-261.8pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,196 | $3,216-62.8% | $4,644-74.3% | $2,471-51.6% |
| Participant deferral / active EE | $7,936 | $5,680+39.7% | $6,842+16.0% | $3,740+112.2% |
| Admin fee / account holder | $53 | $6,053-99.1% | $9,309-99.4% | $5,306-99.0% |