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 | $74,589 | $93,346-20.1% | $71,796+3.9% | $273,961-72.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.06% | 130.39%-123.3pp | 78.04%-71.0pp | 41.45%-34.4pp |
| Employer contribution / active EE | $2,329 | $2,733-14.8% | $1,924+21.0% | $4,869-52.2% |
| Participant deferral / active EE | $3,452 | $3,475-0.7% | $2,794+23.5% | $5,287-34.7% |
| Admin fee / account holder | $125 | $6,571-98.1% | $4,815-97.4% | $10,132-98.8% |