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 | $88,252 | $89,355-1.2% | $141,162-37.5% | $72,985+20.9% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.5%+6.4pp | 69.5%+19.4pp |
| Annual return | 22.04% | 111.85%-89.8pp | 71.39%-49.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $986 | $3,114-68.4% | $4,735-79.2% | $2,440-59.6% |
| Participant deferral / active EE | $3,381 | $5,418-37.6% | $6,709-49.6% | $3,607-6.3% |
| Admin fee / account holder | $0 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |