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 | $81,216 | $104,974-22.6% | $95,585-15.0% | $142,382-43.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.38% | 210.33%-192.9pp | 38.56%-21.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $875 | $2,779-68.5% | $2,527-65.4% | $4,299-79.6% |
| Participant deferral / active EE | $2,310 | $4,352-46.9% | $4,023-42.6% | $6,507-64.5% |
| Admin fee / account holder | $30 | $6,386-99.5% | $6,127-99.5% | $12,624-99.8% |