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 | $99,735 | $48,795+104.4% | $65,493+52.3% | $84,808+17.6% |
| Participation rate | 80.0% | 67.0%+13.0pp | 73.1%+6.9pp | 68.3%+11.7pp |
| Annual return | 11.78% | 20.20%-8.4pp | 982.45%-970.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $2,443 | $1,930+26.6% | $2,574-5.1% | $2,631-7.1% |
| Participant deferral / active EE | $6,787 | $2,928+131.8% | $3,961+71.3% | $4,212+61.2% |
| Admin fee / account holder | $64 | $3,877-98.4% | $5,028-98.7% | $7,344-99.1% |