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 | $35,903 | $48,046-25.3% | $84,611-57.6% | $72,985-50.8% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 24.77% | 37.38%-12.6pp | 258.74%-234.0pp | 81.00%-56.2pp |
| Employer contribution / active EE | $1,149 | $1,602-28.2% | $2,652-56.7% | $2,440-52.9% |
| Participant deferral / active EE | $2,297 | $2,680-14.3% | $3,899-41.1% | $3,607-36.3% |
| Admin fee / account holder | $90 | $3,395-97.3% | $4,912-98.2% | $5,124-98.2% |