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 | $97,800 | $101,069-3.2% | $81,478+20.0% | $147,584-33.7% |
| Participation rate | 80.0% | 74.5%+5.5pp | 68.0%+12.0pp | 82.8%-2.8pp |
| Annual return | 18.04% | 32.40%-14.4pp | 38.78%-20.7pp | 578.55%-560.5pp |
| Employer contribution / active EE | $1,325 | $3,205-58.7% | $2,568-48.4% | $4,876-72.8% |
| Participant deferral / active EE | $1,981 | $4,242-53.3% | $3,537-44.0% | $5,439-63.6% |
| Admin fee / account holder | $8 | $5,812-99.9% | $4,561-99.8% | $10,885-99.9% |