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 | $23,415 | $112,881-79.3% | $90,951-74.3% | $158,922-85.3% |
| Participation rate | 88.9% | 74.7%+14.2pp | 69.0%+19.9pp | 82.0%+6.9pp |
| Annual return | 18.10% | 215.79%-197.7pp | 134.60%-116.5pp | 302.83%-284.7pp |
| Employer contribution / active EE | $1,781 | $2,893-38.4% | $2,122-16.1% | $4,761-62.6% |
| Participant deferral / active EE | $8,312 | $4,128+101.4% | $3,373+146.4% | $5,982+38.9% |
| Admin fee / account holder | $207 | $8,041-97.4% | $5,959-96.5% | $11,246-98.2% |