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 | $36,605 | $106,515-65.6% | $96,683-62.1% | $139,434-73.7% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 13.97% | 38.43%-24.5pp | 35.69%-21.7pp | 372.94%-359.0pp |
| Employer contribution / active EE | $2,249 | $4,103-45.2% | $3,737-39.8% | $4,751-52.7% |
| Participant deferral / active EE | $6,223 | $5,454+14.1% | $4,878+27.6% | $6,710-7.3% |
| Admin fee / account holder | $85 | $7,877-98.9% | $6,730-98.7% | $11,403-99.3% |