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 | $85,722 | $98,240-12.7% | $82,313+4.1% | $147,584-41.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.85% | 30.85%-12.0pp | 25.88%-7.0pp | 578.55%-559.7pp |
| Employer contribution / active EE | $2,794 | $3,192-12.5% | $2,428+15.1% | $4,876-42.7% |
| Participant deferral / active EE | $3,158 | $4,383-28.0% | $3,706-14.8% | $5,439-41.9% |
| Admin fee / account holder | $8 | $8,563-99.9% | $5,608-99.9% | $10,885-99.9% |