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 | $62,891 | $115,882-45.7% | $100,516-37.4% | $158,922-60.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 15.08% | 34.79%-19.7pp | 30.89%-15.8pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,058 | $4,103-74.2% | $3,418-69.0% | $4,761-77.8% |
| Participant deferral / active EE | $17,026 | $6,674+155.1% | $6,270+171.6% | $5,982+184.6% |
| Admin fee / account holder | $245 | $10,995-97.8% | $8,081-97.0% | $11,246-97.8% |