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 | $131,279 | $163,101-19.5% | $136,749-4.0% | $142,382-7.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.82% | 27.54%-14.7pp | 24.33%-11.5pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,402 | $4,117-66.0% | $3,400-58.8% | $4,299-67.4% |
| Participant deferral / active EE | $10,691 | $5,585+91.4% | $4,692+127.9% | $6,507+64.3% |
| Admin fee / account holder | $23 | $14,318-99.8% | $11,386-99.8% | $12,624-99.8% |