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 | $71,072 | $104,251-31.8% | $91,001-21.9% | $147,584-51.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 14.47% | 27.06%-12.6pp | 4.60%+9.9pp | 578.55%-564.1pp |
| Employer contribution / active EE | $1,518 | $3,116-51.3% | $2,456-38.2% | $4,876-68.9% |
| Participant deferral / active EE | $8,833 | $4,195+110.6% | $3,547+149.0% | $5,439+62.4% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |