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 | $32,834 | $81,632-59.8% | $70,449-53.4% | $158,922-79.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 15.17% | 208.40%-193.2pp | 109.03%-93.9pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,448 | $3,217-55.0% | $2,737-47.1% | $4,761-69.6% |
| Participant deferral / active EE | $2,079 | $4,554-54.4% | $3,709-44.0% | $5,982-65.3% |
| Admin fee / account holder | $282 | $6,193-95.4% | $3,845-92.7% | $11,246-97.5% |