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 | $79,622 | $127,777-37.7% | $106,548-25.3% | $167,490-52.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 9.52% | 33.87%-24.4pp | 26.80%-17.3pp | 478.56%-469.0pp |
| Employer contribution / active EE | $2,216 | $3,427-35.3% | $2,819-21.4% | $4,837-54.2% |
| Participant deferral / active EE | $5,077 | $5,087-0.2% | $4,398+15.4% | $6,341-19.9% |
| Admin fee / account holder | $182 | $11,228-98.4% | $7,407-97.5% | $12,309-98.5% |