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 | $81,447 | $77,899+4.6% | $149,673-45.6% | $75,163+8.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.88% | 31.72%-13.8pp | 134.42%-116.5pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,738 | $3,137-12.7% | $4,818-43.2% | $2,670+2.6% |
| Participant deferral / active EE | $3,406 | $3,411-0.1% | $5,680-40.0% | $4,125-17.4% |
| Admin fee / account holder | $265 | $5,956-95.5% | $13,210-98.0% | $5,651-95.3% |