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 | $67,426 | $99,020-31.9% | $86,590-22.1% | $147,584-54.3% |
| Participation rate | 90.0% | 76.3%+13.7pp | 73.5%+16.5pp | 82.8%+7.2pp |
| Annual return | 11.66% | 1312.34%-1300.7pp | 964.84%-953.2pp | 578.55%-566.9pp |
| Employer contribution / active EE | $2,566 | $3,132-18.1% | $2,839-9.6% | $4,876-47.4% |
| Participant deferral / active EE | $4,591 | $3,972+15.6% | $3,609+27.2% | $5,439-15.6% |
| Admin fee / account holder | $29 | $5,710-99.5% | $4,906-99.4% | $10,885-99.7% |