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 | $58,340 | $47,848+21.9% | $81,478-28.4% | $70,131-16.8% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 20.34% | 27.25%-6.9pp | 38.78%-18.4pp | 73.14%-52.8pp |
| Employer contribution / active EE | $10,602 | $1,527+594.3% | $2,568+312.9% | $2,342+352.6% |
| Participant deferral / active EE | $7,595 | $2,453+209.6% | $3,537+114.8% | $3,332+128.0% |
| Admin fee / account holder | $115 | $3,145-96.4% | $4,561-97.5% | $4,645-97.5% |