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 | $42,308 | $111,754-62.1% | $103,333-59.1% | $145,922-71.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.39% | 24.77%-14.4pp | 24.88%-14.5pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,629 | $4,212-61.3% | $3,868-57.9% | $4,660-65.0% |
| Participant deferral / active EE | $7,416 | $5,619+32.0% | $5,057+46.6% | $6,688+10.9% |
| Admin fee / account holder | $187 | $9,750-98.1% | $8,355-97.8% | $13,397-98.6% |