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 | $77,828 | $85,022-8.5% | $70,515+10.4% | $139,434-44.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 16.51% | 30.38%-13.9pp | 32.77%-16.3pp | 372.94%-356.4pp |
| Employer contribution / active EE | $970 | $3,909-75.2% | $2,973-67.4% | $4,751-79.6% |
| Participant deferral / active EE | $1,938 | $5,890-67.1% | $4,567-57.6% | $6,710-71.1% |
| Admin fee / account holder | $163 | $8,906-98.2% | $6,412-97.5% | $11,403-98.6% |