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 | $91,400 | $71,050+28.6% | $93,606-2.4% | $80,856+13.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 12.04% | 11.26%+0.8pp | 133.20%-121.2pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,462 | $1,564-6.5% | $2,420-39.6% | $2,755-46.9% |
| Participant deferral / active EE | $2,531 | $4,034-37.3% | $4,411-42.6% | $4,296-41.1% |
| Admin fee / account holder | $34 | $6,945-99.5% | $8,285-99.6% | $6,918-99.5% |