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 9-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 | $19,057 | $124,281-84.7% | $109,143-82.5% | $167,490-88.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 19.61% | 26.04%-6.4pp | 25.75%-6.1pp | 478.56%-459.0pp |
| Employer contribution / active EE | $2,415 | $4,207-42.6% | $3,722-35.1% | $4,837-50.1% |
| Participant deferral / active EE | $5,252 | $5,255-0.1% | $4,653+12.9% | $6,341-17.2% |
| Admin fee / account holder | $54 | $7,970-99.3% | $6,752-99.2% | $12,309-99.6% |