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 | $20,916 | $96,484-78.3% | $75,886-72.4% | $152,861-86.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 20.16% | 33.98%-13.8pp | 30.76%-10.6pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,463 | $3,309-55.8% | $2,500-41.5% | $4,762-69.3% |
| Participant deferral / active EE | $1,866 | $4,553-59.0% | $3,603-48.2% | $5,850-68.1% |
| Admin fee / account holder | $146 | $8,078-98.2% | $5,418-97.3% | $11,596-98.7% |