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 | $74,359 | $52,279+42.2% | $89,391-16.8% | $79,858-6.9% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 12.98% | 22.16%-9.2pp | 245.62%-232.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,163 | $1,572-26.0% | $2,586-55.0% | $2,471-52.9% |
| Participant deferral / active EE | $2,526 | $2,740-7.8% | $3,890-35.1% | $3,740-32.5% |
| Admin fee / account holder | $244 | $3,356-92.7% | $4,881-95.0% | $5,306-95.4% |