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 | $81,357 | $103,376-21.3% | $87,100-6.6% | $152,861-46.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 21.58% | 28.10%-6.5pp | 28.19%-6.6pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,685 | $3,220-47.7% | $2,521-33.2% | $4,762-64.6% |
| Participant deferral / active EE | $2,511 | $4,778-47.4% | $4,049-38.0% | $5,850-57.1% |
| Admin fee / account holder | $14 | $12,205-99.9% | $7,497-99.8% | $11,596-99.9% |