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 | $49,099 | $117,381-58.2% | $99,443-50.6% | $152,861-67.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 17.32% | 31.87%-14.5pp | 30.72%-13.4pp | 345.32%-328.0pp |
| Employer contribution / active EE | $2,018 | $3,013-33.0% | $2,540-20.6% | $4,762-57.6% |
| Participant deferral / active EE | $8,921 | $4,086+118.3% | $3,619+146.5% | $5,850+52.5% |
| Admin fee / account holder | $196 | $7,631-97.4% | $6,250-96.9% | $11,596-98.3% |