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 | $60,383 | $152,587-60.4% | $125,175-51.8% | $152,861-60.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 26.73% | 54.84%-28.1pp | 43.79%-17.1pp | 345.32%-318.6pp |
| Employer contribution / active EE | $1,504 | $4,946-69.6% | $3,865-61.1% | $4,762-68.4% |
| Participant deferral / active EE | $3,796 | $5,868-35.3% | $4,937-23.1% | $5,850-35.1% |
| Admin fee / account holder | $20 | $13,434-99.9% | $9,702-99.8% | $11,596-99.8% |