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 | $57,088 | $101,069-43.5% | $81,478-29.9% | $147,584-61.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 17.19% | 32.40%-15.2pp | 38.78%-21.6pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,369 | $3,205-57.3% | $2,568-46.7% | $4,876-71.9% |
| Participant deferral / active EE | $7,658 | $4,242+80.5% | $3,537+116.5% | $5,439+40.8% |
| Admin fee / account holder | $113 | $5,812-98.1% | $4,561-97.5% | $10,885-99.0% |