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 | $71,515 | $97,044-26.3% | $83,333-14.2% | $135,375-47.2% |
| Participation rate | 90.0% | 80.4%+9.6pp | 77.8%+12.2pp | 82.6%+7.4pp |
| Annual return | 0.96% | 12.31%-11.4pp | 10.63%-9.7pp | 519.73%-518.8pp |
| Employer contribution / active EE | $3,842 | $4,143-7.3% | $3,379+13.7% | $4,779-19.6% |
| Participant deferral / active EE | $6,183 | $5,964+3.7% | $5,565+11.1% | $5,609+10.2% |
| Admin fee / account holder | $25 | $8,380-99.7% | $7,510-99.7% | $10,827-99.8% |