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 | $32,929 | $77,419-57.5% | $69,455-52.6% | $152,861-78.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 26.95% | 39.06%-12.1pp | 28.97%-2.0pp | 345.32%-318.4pp |
| Employer contribution / active EE | $2,966 | $3,315-10.5% | $2,779+6.7% | $4,762-37.7% |
| Participant deferral / active EE | $6,555 | $4,414+48.5% | $3,535+85.4% | $5,850+12.0% |
| Admin fee / account holder | $136 | $6,207-97.8% | $3,839-96.4% | $11,596-98.8% |