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 | $73,097 | $67,411+8.4% | $91,001-19.7% | $70,131+4.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 16.24% | -40.16%+56.4pp | 4.60%+11.6pp | 73.14%-56.9pp |
| Employer contribution / active EE | $4,187 | $1,786+134.5% | $2,456+70.5% | $2,342+78.8% |
| Participant deferral / active EE | $2,771 | $2,823-1.8% | $3,547-21.9% | $3,332-16.8% |
| Admin fee / account holder | $177 | $4,236-95.8% | $5,417-96.7% | $4,645-96.2% |