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 | $64,211 | $53,822+19.3% | $75,696-15.2% | $85,850-25.2% |
| Participation rate | 97.8% | 69.1%+28.7pp | 74.8%+22.9pp | 69.3%+28.5pp |
| Annual return | 17.05% | 24.54%-7.5pp | 104.53%-87.5pp | 318.53%-301.5pp |
| Employer contribution / active EE | $3,000 | $2,017+48.8% | $2,743+9.4% | $2,565+16.9% |
| Participant deferral / active EE | $6,374 | $2,895+120.2% | $3,821+66.8% | $3,952+61.3% |
| Admin fee / account holder | $2 | $3,343-99.9% | $3,619-99.9% | $6,260-100.0% |