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 | $55,694 | $103,376-46.1% | $87,100-36.1% | $152,861-63.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 20.67% | 28.10%-7.4pp | 28.19%-7.5pp | 345.32%-324.6pp |
| Employer contribution / active EE | $10,492 | $3,220+225.8% | $2,521+316.1% | $4,762+120.3% |
| Participant deferral / active EE | $8,978 | $4,778+87.9% | $4,049+121.8% | $5,850+53.5% |
| Admin fee / account holder | $76 | $12,205-99.4% | $7,497-99.0% | $11,596-99.3% |