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 | $54,918 | $192,717-71.5% | $142,449-61.4% | $139,434-60.6% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 14.31% | 17.99%-3.7pp | 19.99%-5.7pp | 372.94%-358.6pp |
| Employer contribution / active EE | $2,197 | $5,806-62.2% | $4,847-54.7% | $4,751-53.8% |
| Participant deferral / active EE | $7,479 | $7,208+3.8% | $6,283+19.0% | $6,710+11.5% |
| Admin fee / account holder | $104 | $15,124-99.3% | $10,011-99.0% | $11,403-99.1% |