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 | $37,678 | $99,341-62.1% | $84,750-55.5% | $273,961-86.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.84% | 22.93%-9.1pp | 22.78%-8.9pp | 41.45%-27.6pp |
| Employer contribution / active EE | $8,901 | $4,214+111.2% | $3,574+149.0% | $4,869+82.8% |
| Participant deferral / active EE | $5,162 | $4,269+20.9% | $3,712+39.1% | $5,287-2.4% |
| Admin fee / account holder | $278 | $6,644-95.8% | $5,332-94.8% | $10,132-97.3% |