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 | $63,400 | $65,685-3.5% | $57,179+10.9% | $273,961-76.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.85% | 21.99%-15.1pp | 14.59%-7.7pp | 41.45%-34.6pp |
| Employer contribution / active EE | $6,021 | $3,279+83.6% | $2,682+124.5% | $4,869+23.7% |
| Participant deferral / active EE | $9,621 | $3,782+154.4% | $3,096+210.7% | $5,287+82.0% |
| Admin fee / account holder | $40 | $4,835-99.2% | $3,139-98.7% | $10,132-99.6% |