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 | $84,445 | $99,877-15.5% | $84,966-0.6% | $145,922-42.1% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 13.26% | 83.76%-70.5pp | 66.38%-53.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,897 | $3,231-41.3% | $2,727-30.4% | $4,660-59.3% |
| Participant deferral / active EE | $5,897 | $5,291+11.5% | $4,519+30.5% | $6,688-11.8% |
| Admin fee / account holder | $13 | $7,248-99.8% | $6,149-99.8% | $13,397-99.9% |