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 | $81,287 | $163,101-50.2% | $136,749-40.6% | $142,382-42.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.74% | 27.54%-10.8pp | 24.33%-7.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,634 | $4,117-11.7% | $3,400+6.9% | $4,299-15.5% |
| Participant deferral / active EE | $5,076 | $5,585-9.1% | $4,692+8.2% | $6,507-22.0% |
| Admin fee / account holder | $225 | $14,318-98.4% | $11,386-98.0% | $12,624-98.2% |