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 | $81,006 | $88,707-8.7% | $74,183+9.2% | $273,961-70.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.59% | 11.94%-5.4pp | 17.74%-11.1pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,957 | $3,159-38.0% | $2,370-17.4% | $4,869-59.8% |
| Participant deferral / active EE | $2,478 | $4,212-41.2% | $3,550-30.2% | $5,287-53.1% |
| Admin fee / account holder | $13 | $8,717-99.9% | $5,586-99.8% | $10,132-99.9% |