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 | $88,613 | $93,024-4.7% | $77,024+15.0% | $134,475-34.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 20.16% | 62.60%-42.4pp | 42.32%-22.2pp | 417.96%-397.8pp |
| Employer contribution / active EE | $2,062 | $3,418-39.7% | $2,812-26.7% | $4,740-56.5% |
| Participant deferral / active EE | $2,426 | $5,238-53.7% | $4,426-45.2% | $6,400-62.1% |
| Admin fee / account holder | $13 | $6,944-99.8% | $5,425-99.8% | $11,426-99.9% |