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 | $77,818 | $63,355+22.8% | $91,989-15.4% | $72,985+6.6% |
| Participation rate | 88.0% | 72.5%+15.5pp | 78.6%+9.4pp | 69.5%+18.5pp |
| Annual return | 22.98% | 35.35%-12.4pp | 69.02%-46.0pp | 81.00%-58.0pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,926 | $4,883-40.1% | $5,923-50.6% | $3,607-18.9% |
| Admin fee / account holder | $284 | $4,668-93.9% | $7,743-96.3% | $5,124-94.5% |