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 | $55,742 | $179,726-69.0% | $156,263-64.3% | $142,382-60.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.22% | 77.86%-64.6pp | 59.47%-46.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,242 | $5,069-55.8% | $4,333-48.3% | $4,299-47.8% |
| Participant deferral / active EE | $5,712 | $6,956-17.9% | $6,158-7.2% | $6,507-12.2% |
| Admin fee / account holder | $120 | $17,272-99.3% | $14,255-99.2% | $12,624-99.1% |