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 | $76,153 | $98,240-22.5% | $82,313-7.5% | $147,584-48.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.95% | 30.85%-9.9pp | 25.88%-4.9pp | 578.55%-557.6pp |
| Employer contribution / active EE | $2,620 | $3,192-17.9% | $2,428+7.9% | $4,876-46.3% |
| Participant deferral / active EE | $1,500 | $4,383-65.8% | $3,706-59.5% | $5,439-72.4% |
| Admin fee / account holder | $268 | $8,563-96.9% | $5,608-95.2% | $10,885-97.5% |