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 | $71,388 | $99,341-28.1% | $84,750-15.8% | $273,961-73.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.17% | 22.93%-17.8pp | 22.78%-17.6pp | 41.45%-36.3pp |
| Employer contribution / active EE | $10,519 | $4,214+149.6% | $3,574+194.3% | $4,869+116.1% |
| Participant deferral / active EE | $4,688 | $4,269+9.8% | $3,712+26.3% | $5,287-11.3% |
| Admin fee / account holder | $203 | $6,644-96.9% | $5,332-96.2% | $10,132-98.0% |