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 | $88,380 | $110,257-19.8% | $96,544-8.5% | $139,434-36.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.89% | 26.32%-13.4pp | 25.84%-12.9pp | 372.94%-360.0pp |
| Employer contribution / active EE | $1,545 | $3,620-57.3% | $2,965-47.9% | $4,751-67.5% |
| Participant deferral / active EE | $3,177 | $5,548-42.7% | $4,851-34.5% | $6,710-52.7% |
| Admin fee / account holder | $15 | $11,591-99.9% | $8,252-99.8% | $11,403-99.9% |