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 | $89,694 | $81,632+9.9% | $70,449+27.3% | $158,922-43.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 19.14% | 208.40%-189.3pp | 109.03%-89.9pp | 302.83%-283.7pp |
| Employer contribution / active EE | $655 | $3,217-79.6% | $2,737-76.1% | $4,761-86.2% |
| Participant deferral / active EE | $3,569 | $4,554-21.6% | $3,709-3.8% | $5,982-40.3% |
| Admin fee / account holder | $175 | $6,193-97.2% | $3,845-95.4% | $11,246-98.4% |