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 | $28,576 | $48,570-41.2% | $130,648-78.1% | $72,985-60.8% |
| Participation rate | 97.1% | 58.6%+38.5pp | 71.7%+25.3pp | 69.5%+27.6pp |
| Annual return | 22.92% | 38.63%-15.7pp | 1708.96%-1686.0pp | 81.00%-58.1pp |
| Employer contribution / active EE | $1,471 | $1,334+10.2% | $4,092-64.1% | $2,440-39.7% |
| Participant deferral / active EE | $2,510 | $2,384+5.3% | $3,603-30.3% | $3,607-30.4% |
| Admin fee / account holder | $108 | $3,549-96.9% | $5,464-98.0% | $5,124-97.9% |