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 | $39,008 | $63,346-38.4% | $92,233-57.7% | $70,131-44.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 18.45% | 530.12%-511.7pp | 176.28%-157.8pp | 73.14%-54.7pp |
| Employer contribution / active EE | $2,226 | $2,471-9.9% | $3,679-39.5% | $2,342-5.0% |
| Participant deferral / active EE | $3,860 | $2,854+35.3% | $3,897-0.9% | $3,332+15.9% |
| Admin fee / account holder | $25 | $3,840-99.4% | $5,194-99.5% | $4,645-99.5% |