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 | $82,154 | $87,013-5.6% | $106,213-22.7% | $80,856+1.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 21.38% | 17.05%+4.3pp | 116.14%-94.8pp | 35.59%-14.2pp |
| Employer contribution / active EE | $3,500 | $2,395+46.1% | $3,171+10.4% | $2,755+27.1% |
| Participant deferral / active EE | $6,786 | $3,986+70.2% | $5,016+35.3% | $4,296+58.0% |
| Admin fee / account holder | $162 | $8,431-98.1% | $11,033-98.5% | $6,918-97.7% |