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 | $114,440 | $65,365+75.1% | $92,893+23.2% | $72,985+56.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 18.13% | 42.10%-24.0pp | 109.41%-91.3pp | 81.00%-62.9pp |
| Employer contribution / active EE | $1,629 | $2,594-37.2% | $3,653-55.4% | $2,440-33.2% |
| Participant deferral / active EE | $6,274 | $3,128+100.5% | $4,236+48.1% | $3,607+73.9% |
| Admin fee / account holder | $43 | $4,251-99.0% | $5,794-99.3% | $5,124-99.2% |