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 | $32,824 | $99,020-66.9% | $86,590-62.1% | $147,584-77.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.80% | 1312.34%-1297.5pp | 964.84%-950.0pp | 578.55%-563.8pp |
| Employer contribution / active EE | $1,797 | $3,132-42.6% | $2,839-36.7% | $4,876-63.2% |
| Participant deferral / active EE | $770 | $3,972-80.6% | $3,609-78.7% | $5,439-85.8% |
| Admin fee / account holder | $146 | $5,710-97.4% | $4,906-97.0% | $10,885-98.7% |