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 | $86,893 | $110,257-21.2% | $96,544-10.0% | $139,434-37.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 24.62% | 26.32%-1.7pp | 25.84%-1.2pp | 372.94%-348.3pp |
| Employer contribution / active EE | $9,235 | $3,620+155.1% | $2,965+211.5% | $4,751+94.4% |
| Participant deferral / active EE | $31,885 | $5,548+474.7% | $4,851+557.3% | $6,710+375.2% |
| Admin fee / account holder | $40 | $11,591-99.7% | $8,252-99.5% | $11,403-99.6% |