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 | $34,581 | $93,346-63.0% | $71,796-51.8% | $273,961-87.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.99% | 130.39%-121.4pp | 78.04%-69.1pp | 41.45%-32.5pp |
| Employer contribution / active EE | $3,197 | $2,733+17.0% | $1,924+66.1% | $4,869-34.3% |
| Participant deferral / active EE | $8,212 | $3,475+136.3% | $2,794+193.9% | $5,287+55.3% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |