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 4-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 | $33,717 | $118,427-71.5% | $66,042-48.9% | $142,382-76.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 13.46% | 35.57%-22.1pp | 52.11%-38.7pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,594 | $2,570-38.0% | $1,579+0.9% | $4,299-62.9% |
| Participant deferral / active EE | $5,422 | $4,311+25.8% | $2,835+91.2% | $6,507-16.7% |
| Admin fee / account holder | $200 | $9,593-97.9% | $5,747-96.5% | $12,624-98.4% |