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 | $95,514 | $116,175-17.8% | $93,606+2.0% | $152,861-37.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 22.11% | 35.96%-13.9pp | 32.76%-10.7pp | 345.32%-323.2pp |
| Employer contribution / active EE | $3,000 | $3,218-6.8% | $2,718+10.4% | $4,762-37.0% |
| Participant deferral / active EE | $3,681 | $4,603-20.0% | $4,069-9.5% | $5,850-37.1% |
| Admin fee / account holder | $61 | $10,748-99.4% | $7,888-99.2% | $11,596-99.5% |