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 | $71,063 | $177,572-60.0% | $154,803-54.1% | $142,382-50.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.40% | 65.07%-47.7pp | 58.88%-41.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,611 | $4,810-66.5% | $4,305-62.6% | $4,299-62.5% |
| Participant deferral / active EE | $3,890 | $6,272-38.0% | $5,540-29.8% | $6,507-40.2% |
| Admin fee / account holder | $278 | $16,786-98.3% | $14,329-98.1% | $12,624-97.8% |