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 | $90,541 | $884,045-89.8% | $453,369-80.0% | $167,490-45.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | 19.67% | 29.49%-9.8pp | 64.40%-44.7pp | 478.56%-458.9pp |
| Employer contribution / active EE | $1,871 | $5,538-66.2% | $4,070-54.0% | $4,837-61.3% |
| Participant deferral / active EE | $5,167 | $7,898-34.6% | $6,209-16.8% | $6,341-18.5% |
| Admin fee / account holder | $222 | $22,063-99.0% | $11,209-98.0% | $12,309-98.2% |