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 | $86,135 | $176,812-51.3% | $146,665-41.3% | $167,490-48.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 19.03% | 24.03%-5.0pp | 22.74%-3.7pp | 478.56%-459.5pp |
| Employer contribution / active EE | $1,818 | $5,160-64.8% | $4,136-56.0% | $4,837-62.4% |
| Participant deferral / active EE | $8,361 | $6,440+29.8% | $5,506+51.9% | $6,341+31.8% |
| Admin fee / account holder | $9 | $13,259-99.9% | $10,280-99.9% | $12,309-99.9% |