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 | $72,291 | $118,919-39.2% | $88,538-18.4% | $152,861-52.7% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 20.29% | 47.92%-27.6pp | 43.64%-23.3pp | 345.32%-325.0pp |
| Employer contribution / active EE | $1,596 | $2,669-40.2% | $2,098-23.9% | $4,762-66.5% |
| Participant deferral / active EE | $3,638 | $3,549+2.5% | $2,914+24.9% | $5,850-37.8% |
| Admin fee / account holder | $16 | $5,876-99.7% | $4,310-99.6% | $11,596-99.9% |