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 | $56,281 | $98,240-42.7% | $82,313-31.6% | $147,584-61.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.89% | 30.85%-17.0pp | 25.88%-12.0pp | 578.55%-564.7pp |
| Employer contribution / active EE | $783 | $3,192-75.5% | $2,428-67.8% | $4,876-83.9% |
| Participant deferral / active EE | $1,822 | $4,383-58.4% | $3,706-50.8% | $5,439-66.5% |
| Admin fee / account holder | $86 | $8,563-99.0% | $5,608-98.5% | $10,885-99.2% |