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 | $82,985 | $107,791-23.0% | $90,645-8.5% | $135,375-38.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 35.13% | -0.90%+36.0pp | 1.88%+33.2pp | 519.73%-484.6pp |
| Employer contribution / active EE | $1,595 | $3,018-47.1% | $2,532-37.0% | $4,779-66.6% |
| Participant deferral / active EE | $3,382 | $3,872-12.7% | $3,425-1.2% | $5,609-39.7% |
| Admin fee / account holder | $6 | $5,930-99.9% | $4,994-99.9% | $10,827-99.9% |