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 | $90,253 | $79,449+13.6% | $189,557-52.4% | $85,850+5.1% |
| Participation rate | 89.3% | 66.0%+23.3pp | 78.4%+10.8pp | 69.3%+20.0pp |
| Annual return | 17.55% | 18.45%-0.9pp | 64.17%-46.6pp | 318.53%-301.0pp |
| Employer contribution / active EE | $3,242 | $2,081+55.8% | $4,412-26.5% | $2,565+26.4% |
| Participant deferral / active EE | $5,485 | $4,051+35.4% | $6,174-11.2% | $3,952+38.8% |
| Admin fee / account holder | $273 | $5,377-94.9% | $9,807-97.2% | $6,260-95.6% |