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 | $36,974 | $77,419-52.2% | $69,455-46.8% | $152,861-75.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 15.89% | 39.06%-23.2pp | 28.97%-13.1pp | 345.32%-329.4pp |
| Employer contribution / active EE | $1,233 | $3,315-62.8% | $2,779-55.6% | $4,762-74.1% |
| Participant deferral / active EE | $2,989 | $4,414-32.3% | $3,535-15.5% | $5,850-48.9% |
| Admin fee / account holder | $38 | $6,207-99.4% | $3,839-99.0% | $11,596-99.7% |