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 | $77,057 | $99,877-22.8% | $84,966-9.3% | $145,922-47.2% |
| Participation rate | 94.7% | 74.1%+20.6pp | 67.5%+27.2pp | 80.3%+14.5pp |
| Annual return | 12.84% | 83.76%-70.9pp | 66.38%-53.5pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,918 | $3,231-40.6% | $2,727-29.7% | $4,660-58.8% |
| Participant deferral / active EE | $6,381 | $5,291+20.6% | $4,519+41.2% | $6,688-4.6% |
| Admin fee / account holder | $143 | $7,248-98.0% | $6,149-97.7% | $13,397-98.9% |