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 | $115,623 | $183,519-37.0% | $155,509-25.6% | $145,922-20.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.57% | 61.17%-43.6pp | 64.67%-47.1pp | 561.29%-543.7pp |
| Employer contribution / active EE | $1,199 | $5,313-77.4% | $4,672-74.3% | $4,660-74.3% |
| Participant deferral / active EE | $6,610 | $6,462+2.3% | $5,626+17.5% | $6,688-1.2% |
| Admin fee / account holder | $15 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |