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 | $113,116 | $124,281-9.0% | $109,143+3.6% | $167,490-32.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.05% | 26.04%-8.0pp | 25.75%-7.7pp | 478.56%-460.5pp |
| Employer contribution / active EE | $5,000 | $4,207+18.8% | $3,722+34.3% | $4,837+3.4% |
| Participant deferral / active EE | $9,041 | $5,255+72.0% | $4,653+94.3% | $6,341+42.6% |
| Admin fee / account holder | $119 | $7,970-98.5% | $6,752-98.2% | $12,309-99.0% |