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 | $60,562 | $99,341-39.0% | $84,750-28.5% | $273,961-77.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.27% | 22.93%-15.7pp | 22.78%-15.5pp | 41.45%-34.2pp |
| Employer contribution / active EE | $5,833 | $4,214+38.4% | $3,574+63.2% | $4,869+19.8% |
| Participant deferral / active EE | $5,867 | $4,269+37.4% | $3,712+58.1% | $5,287+11.0% |
| Admin fee / account holder | $33 | $6,644-99.5% | $5,332-99.4% | $10,132-99.7% |