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 | $64,217 | $78,926-18.6% | $136,749-53.0% | $84,808-24.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 14.15% | 18.17%-4.0pp | 24.33%-10.2pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,934 | $2,134+37.5% | $3,400-13.7% | $2,631+11.5% |
| Participant deferral / active EE | $1,888 | $3,168-40.4% | $4,692-59.8% | $4,212-55.2% |
| Admin fee / account holder | $40 | $6,369-99.4% | $11,386-99.6% | $7,344-99.4% |