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 | $73,867 | $106,115-30.4% | $85,969-14.1% | $125,391-41.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | 1.04% | 13.93%-12.9pp | 9.32%-8.3pp | 282.22%-281.2pp |
| Employer contribution / active EE | $2,234 | $4,537-50.8% | $3,474-35.7% | $4,866-54.1% |
| Participant deferral / active EE | $5,303 | $4,859+9.1% | $3,829+38.5% | $5,352-0.9% |
| Admin fee / account holder | $20 | $8,144-99.8% | $6,053-99.7% | $9,540-99.8% |