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 | $58,730 | $115,770-49.3% | $101,248-42.0% | $158,922-63.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.55% | 56.14%-45.6pp | 46.47%-35.9pp | 302.83%-292.3pp |
| Employer contribution / active EE | $13,393 | $4,175+220.8% | $3,660+266.0% | $4,761+181.3% |
| Participant deferral / active EE | $2,334 | $4,957-52.9% | $4,370-46.6% | $5,982-61.0% |
| Admin fee / account holder | $199 | $7,245-97.3% | $5,945-96.7% | $11,246-98.2% |