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 | $71,758 | $63,346+13.3% | $92,233-22.2% | $70,131+2.3% |
| Participation rate | 71.4% | 68.7%+2.8pp | 76.5%-5.1pp | 69.5%+1.9pp |
| Annual return | 16.63% | 530.12%-513.5pp | 176.28%-159.6pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,040 | $2,471-57.9% | $3,679-71.7% | $2,342-55.6% |
| Participant deferral / active EE | $3,919 | $2,854+37.3% | $3,897+0.6% | $3,332+17.6% |
| Admin fee / account holder | $233 | $3,840-93.9% | $5,194-95.5% | $4,645-95.0% |