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 | $93,577 | $69,977+33.7% | $108,579-13.8% | $62,891+48.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 7.81% | 10.73%-2.9pp | -51.70%+59.5pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,798 | $2,135-15.8% | $3,758-52.2% | $2,281-21.2% |
| Participant deferral / active EE | $9,273 | $3,165+193.0% | $4,311+115.1% | $3,203+189.5% |
| Admin fee / account holder | $235 | $5,076-95.4% | $7,645-96.9% | $4,296-94.5% |