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 | $59,968 | $69,207-13.4% | $64,056-6.4% | $139,434-57.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.79% | 45.88%-32.1pp | 33.69%-19.9pp | 372.94%-359.2pp |
| Employer contribution / active EE | $881 | $3,182-72.3% | $2,747-67.9% | $4,751-81.5% |
| Participant deferral / active EE | $6,070 | $4,682+29.6% | $3,880+56.4% | $6,710-9.5% |
| Admin fee / account holder | $10 | $4,244-99.8% | $3,068-99.7% | $11,403-99.9% |