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 | $64,006 | $232,540-72.5% | $185,117-65.4% | $147,584-56.6% |
| Participation rate | 88.9% | 82.4%+6.5pp | 77.3%+11.6pp | 82.8%+6.1pp |
| Annual return | 18.34% | 43.03%-24.7pp | 40.50%-22.2pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,952 | $5,195-62.4% | $4,182-53.3% | $4,876-60.0% |
| Participant deferral / active EE | $5,463 | $5,834-6.4% | $5,045+8.3% | $5,439+0.4% |
| Admin fee / account holder | $54 | $10,275-99.5% | $8,159-99.3% | $10,885-99.5% |