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 | $65,679 | $110,261-40.4% | $95,745-31.4% | $139,434-52.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.43% | 27.11%-15.7pp | 28.35%-16.9pp | 372.94%-361.5pp |
| Employer contribution / active EE | $2,021 | $3,257-38.0% | $2,835-28.7% | $4,751-57.5% |
| Participant deferral / active EE | $5,521 | $4,676+18.1% | $4,245+30.1% | $6,710-17.7% |
| Admin fee / account holder | $59 | $6,613-99.1% | $5,678-99.0% | $11,403-99.5% |