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 | $78,373 | $118,849-34.1% | $96,562-18.8% | $167,490-53.2% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.8%+15.9pp | 82.1%+3.6pp |
| Annual return | 18.41% | 50.49%-32.1pp | 37.78%-19.4pp | 478.56%-460.2pp |
| Employer contribution / active EE | $2,500 | $3,120-19.9% | $2,356+6.1% | $4,837-48.3% |
| Participant deferral / active EE | $6,141 | $4,616+33.0% | $3,849+59.5% | $6,341-3.2% |
| Admin fee / account holder | $27 | $8,065-99.7% | $6,181-99.6% | $12,309-99.8% |