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 | $82,936 | $111,754-25.8% | $103,333-19.7% | $145,922-43.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.53% | 24.77%-5.2pp | 24.88%-5.4pp | 561.29%-541.8pp |
| Employer contribution / active EE | $2,899 | $4,212-31.2% | $3,868-25.0% | $4,660-37.8% |
| Participant deferral / active EE | $4,049 | $5,619-27.9% | $5,057-19.9% | $6,688-39.5% |
| Admin fee / account holder | $90 | $9,750-99.1% | $8,355-98.9% | $13,397-99.3% |