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 | $70,999 | $162,781-56.4% | $133,956-47.0% | $158,922-55.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.11% | 41.94%-22.8pp | 45.09%-26.0pp | 302.83%-283.7pp |
| Employer contribution / active EE | $2,607 | $4,975-47.6% | $3,919-33.5% | $4,761-45.2% |
| Participant deferral / active EE | $8,530 | $5,911+44.3% | $5,048+69.0% | $5,982+42.6% |
| Admin fee / account holder | $168 | $11,736-98.6% | $8,927-98.1% | $11,246-98.5% |