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 | $38,461 | $99,877-61.5% | $84,966-54.7% | $145,922-73.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.79% | 83.76%-68.0pp | 66.38%-50.6pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,337 | $3,231-58.6% | $2,727-51.0% | $4,660-71.3% |
| Participant deferral / active EE | $3,430 | $5,291-35.2% | $4,519-24.1% | $6,688-48.7% |
| Admin fee / account holder | $33 | $7,248-99.6% | $6,149-99.5% | $13,397-99.8% |