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 | $25,520 | $108,172-76.4% | $77,482-67.1% | $158,922-83.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 18.07% | 31.67%-13.6pp | 54.79%-36.7pp | 302.83%-284.8pp |
| Employer contribution / active EE | $1,574 | $1,325+18.8% | $986+59.6% | $4,761-66.9% |
| Participant deferral / active EE | $2,007 | $2,456-18.3% | $1,861+7.8% | $5,982-66.4% |
| Admin fee / account holder | $286 | $3,708-92.3% | $2,858-90.0% | $11,246-97.5% |