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 | $35,573 | $135,952-73.8% | $123,892-71.3% | $273,961-87.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.82% | 56.63%-49.8pp | 47.52%-40.7pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,980 | $5,170-61.7% | $4,617-57.1% | $4,869-59.3% |
| Participant deferral / active EE | $8,625 | $6,343+36.0% | $5,984+44.1% | $5,287+63.1% |
| Admin fee / account holder | $232 | $9,817-97.6% | $8,357-97.2% | $10,132-97.7% |