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 | $33,351 | $118,450-71.8% | $98,439-66.1% | $139,434-76.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 12.80% | 18.94%-6.1pp | 21.16%-8.4pp | 372.94%-360.1pp |
| Employer contribution / active EE | $1,250 | $3,609-65.4% | $3,048-59.0% | $4,751-73.7% |
| Participant deferral / active EE | $2,786 | $5,392-48.3% | $4,738-41.2% | $6,710-58.5% |
| Admin fee / account holder | $275 | $14,026-98.0% | $8,948-96.9% | $11,403-97.6% |