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 | $59,897 | $77,899-23.1% | $149,673-60.0% | $75,163-20.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 21.04% | 31.72%-10.7pp | 134.42%-113.4pp | 160.62%-139.6pp |
| Employer contribution / active EE | $1,260 | $3,137-59.9% | $4,818-73.9% | $2,670-52.8% |
| Participant deferral / active EE | $3,576 | $3,411+4.8% | $5,680-37.0% | $4,125-13.3% |
| Admin fee / account holder | $0 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |