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 | $55,590 | $91,552-39.3% | $133,956-58.5% | $79,858-30.4% |
| Participation rate | 97.0% | 73.3%+23.6pp | 79.8%+17.1pp | 69.6%+27.3pp |
| Annual return | 13.54% | 61.85%-48.3pp | 45.09%-31.6pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,730 | $2,384-27.4% | $3,919-55.8% | $2,471-30.0% |
| Participant deferral / active EE | $2,154 | $3,733-42.3% | $5,048-57.3% | $3,740-42.4% |
| Admin fee / account holder | $231 | $6,321-96.3% | $8,927-97.4% | $5,306-95.6% |