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 | $54,357 | $110,257-50.7% | $96,544-43.7% | $139,434-61.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.66% | 26.32%-8.7pp | 25.84%-8.2pp | 372.94%-355.3pp |
| Employer contribution / active EE | $1,934 | $3,620-46.6% | $2,965-34.8% | $4,751-59.3% |
| Participant deferral / active EE | $5,246 | $5,548-5.4% | $4,851+8.1% | $6,710-21.8% |
| Admin fee / account holder | $135 | $11,591-98.8% | $8,252-98.4% | $11,403-98.8% |