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 | $28,739 | $106,584-73.0% | $101,326-71.6% | $142,382-79.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.33% | 36.93%-17.6pp | 36.82%-17.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,828 | $3,956-28.5% | $3,665-22.8% | $4,299-34.2% |
| Participant deferral / active EE | $6,021 | $8,297-27.4% | $7,994-24.7% | $6,507-7.5% |
| Admin fee / account holder | $119 | $11,446-99.0% | $11,185-98.9% | $12,624-99.1% |