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 | $62,106 | $101,069-38.6% | $81,478-23.8% | $147,584-57.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 17.45% | 32.40%-15.0pp | 38.78%-21.3pp | 578.55%-561.1pp |
| Employer contribution / active EE | $11,950 | $3,205+272.8% | $2,568+365.4% | $4,876+145.1% |
| Participant deferral / active EE | $7,974 | $4,242+88.0% | $3,537+125.5% | $5,439+46.6% |
| Admin fee / account holder | $90 | $5,812-98.5% | $4,561-98.0% | $10,885-99.2% |