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 | $70,714 | $215,361-67.2% | $171,082-58.7% | $273,961-74.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 13.04% | 25.14%-12.1pp | 32.56%-19.5pp | 41.45%-28.4pp |
| Employer contribution / active EE | $2,675 | $4,967-46.2% | $4,002-33.2% | $4,869-45.1% |
| Participant deferral / active EE | $9,799 | $5,543+76.8% | $4,797+104.2% | $5,287+85.3% |
| Admin fee / account holder | $60 | $10,846-99.5% | $8,520-99.3% | $10,132-99.4% |