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 | $29,106 | $106,515-72.7% | $96,683-69.9% | $139,434-79.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.47% | 38.43%-19.0pp | 35.69%-16.2pp | 372.94%-353.5pp |
| Employer contribution / active EE | $3,298 | $4,103-19.6% | $3,737-11.8% | $4,751-30.6% |
| Participant deferral / active EE | $9,805 | $5,454+79.8% | $4,878+101.0% | $6,710+46.1% |
| Admin fee / account holder | $101 | $7,877-98.7% | $6,730-98.5% | $11,403-99.1% |