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 | $92,204 | $88,707+3.9% | $74,183+24.3% | $273,961-66.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.36% | 11.94%-3.6pp | 17.74%-9.4pp | 41.45%-33.1pp |
| Employer contribution / active EE | $1,505 | $3,159-52.4% | $2,370-36.5% | $4,869-69.1% |
| Participant deferral / active EE | $8,669 | $4,212+105.8% | $3,550+144.2% | $5,287+64.0% |
| Admin fee / account holder | $50 | $8,717-99.4% | $5,586-99.1% | $10,132-99.5% |