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 | $68,600 | $60,022+14.3% | $88,946-22.9% | $84,808-19.1% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 19.01% | 22.43%-3.4pp | 57.82%-38.8pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,887 | $1,703+69.5% | $2,555+13.0% | $2,631+9.7% |
| Participant deferral / active EE | $3,831 | $3,114+23.0% | $4,581-16.4% | $4,212-9.0% |
| Admin fee / account holder | $41 | $4,811-99.2% | $8,261-99.5% | $7,344-99.4% |