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 | $53,768 | $84,233-36.2% | $170,442-68.5% | $70,131-23.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.84% | 23.06%-4.2pp | 205.93%-187.1pp | 73.14%-54.3pp |
| Employer contribution / active EE | $2,514 | $3,387-25.8% | $5,433-53.7% | $2,342+7.3% |
| Participant deferral / active EE | $2,740 | $3,086-11.2% | $4,939-44.5% | $3,332-17.8% |
| Admin fee / account holder | $146 | $5,698-97.4% | $13,880-98.9% | $4,645-96.8% |