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 | $84,306 | $95,266-11.5% | $82,389+2.3% | $142,382-40.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 14.26% | 25.74%-11.5pp | 28.67%-14.4pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,077 | $2,991-64.0% | $2,517-57.2% | $4,299-74.9% |
| Participant deferral / active EE | $5,648 | $4,809+17.4% | $4,155+35.9% | $6,507-13.2% |
| Admin fee / account holder | $258 | $8,563-97.0% | $7,231-96.4% | $12,624-98.0% |