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 | $70,688 | $98,240-28.0% | $82,313-14.1% | $147,584-52.1% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 19.52% | 30.85%-11.3pp | 25.88%-6.4pp | 578.55%-559.0pp |
| Employer contribution / active EE | $9,184 | $3,192+187.7% | $2,428+278.2% | $4,876+88.3% |
| Participant deferral / active EE | $7,319 | $4,383+67.0% | $3,706+97.5% | $5,439+34.6% |
| Admin fee / account holder | $18 | $8,563-99.8% | $5,608-99.7% | $10,885-99.8% |