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 | $52,983 | $54,705-3.1% | $71,209-25.6% | $84,808-37.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 15.88% | 35.90%-20.0pp | 282.51%-266.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,719 | $2,158-20.4% | $2,721-36.8% | $2,631-34.7% |
| Participant deferral / active EE | $5,326 | $3,030+75.7% | $4,175+27.6% | $4,212+26.5% |
| Admin fee / account holder | $217 | $4,863-95.5% | $5,349-95.9% | $7,344-97.0% |