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 | $88,765 | $124,281-28.6% | $109,143-18.7% | $167,490-47.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.77% | 26.04%-13.3pp | 25.75%-13.0pp | 478.56%-465.8pp |
| Employer contribution / active EE | $3,400 | $4,207-19.2% | $3,722-8.7% | $4,837-29.7% |
| Participant deferral / active EE | $8,564 | $5,255+63.0% | $4,653+84.1% | $6,341+35.1% |
| Admin fee / account holder | $113 | $7,970-98.6% | $6,752-98.3% | $12,309-99.1% |