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 | $79,931 | $117,841-32.2% | $102,423-22.0% | $145,922-45.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.90% | 31.65%-21.7pp | 29.32%-19.4pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,199 | $3,615-66.8% | $3,023-60.3% | $4,660-74.3% |
| Participant deferral / active EE | $5,186 | $5,731-9.5% | $5,053+2.6% | $6,688-22.5% |
| Admin fee / account holder | $249 | $13,326-98.1% | $9,451-97.4% | $13,397-98.1% |