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 | $97,328 | $117,381-17.1% | $99,443-2.1% | $152,861-36.3% |
| Participation rate | 90.0% | 77.5%+12.5pp | 73.8%+16.2pp | 82.4%+7.6pp |
| Annual return | 17.51% | 31.87%-14.4pp | 30.72%-13.2pp | 345.32%-327.8pp |
| Employer contribution / active EE | $2,465 | $3,013-18.2% | $2,540-2.9% | $4,762-48.2% |
| Participant deferral / active EE | $5,506 | $4,086+34.8% | $3,619+52.2% | $5,850-5.9% |
| Admin fee / account holder | $28 | $7,631-99.6% | $6,250-99.6% | $11,596-99.8% |