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 | $91,853 | $95,266-3.6% | $82,389+11.5% | $142,382-35.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 17.10% | 25.74%-8.6pp | 28.67%-11.6pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,040 | $2,991-65.2% | $2,517-58.7% | $4,299-75.8% |
| Participant deferral / active EE | $1,300 | $4,809-73.0% | $4,155-68.7% | $6,507-80.0% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |