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 | $66,109 | $117,983-44.0% | $101,794-35.1% | $142,382-53.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.40% | 36.92%-21.5pp | 30.53%-15.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,691 | $2,773-39.0% | $2,289-26.1% | $4,299-60.7% |
| Participant deferral / active EE | $7,885 | $4,714+67.3% | $4,084+93.1% | $6,507+21.2% |
| Admin fee / account holder | $204 | $10,433-98.0% | $8,777-97.7% | $12,624-98.4% |