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 | $26,129 | $93,346-72.0% | $71,796-63.6% | $273,961-90.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.78% | 130.39%-121.6pp | 78.04%-69.3pp | 41.45%-32.7pp |
| Employer contribution / active EE | $1,783 | $2,733-34.8% | $1,924-7.4% | $4,869-63.4% |
| Participant deferral / active EE | $2,504 | $3,475-28.0% | $2,794-10.4% | $5,287-52.6% |
| Admin fee / account holder | $64 | $6,571-99.0% | $4,815-98.7% | $10,132-99.4% |