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 | $96,842 | $152,587-36.5% | $125,175-22.6% | $152,861-36.6% |
| Participation rate | 94.1% | 83.3%+10.8pp | 79.8%+14.3pp | 82.4%+11.7pp |
| Annual return | 24.57% | 54.84%-30.3pp | 43.79%-19.2pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,991 | $4,946-59.8% | $3,865-48.5% | $4,762-58.2% |
| Participant deferral / active EE | $5,482 | $5,868-6.6% | $4,937+11.0% | $5,850-6.3% |
| Admin fee / account holder | $12 | $13,434-99.9% | $9,702-99.9% | $11,596-99.9% |