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 | $28,981 | $111,754-74.1% | $103,333-72.0% | $145,922-80.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.68% | 24.77%-11.1pp | 24.88%-11.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $3,443 | $4,212-18.3% | $3,868-11.0% | $4,660-26.1% |
| Participant deferral / active EE | $6,491 | $5,619+15.5% | $5,057+28.3% | $6,688-2.9% |
| Admin fee / account holder | $92 | $9,750-99.1% | $8,355-98.9% | $13,397-99.3% |