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 | $43,808 | $95,416-54.1% | $185,823-76.4% | $85,850-49.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 16.81% | 23.59%-6.8pp | 122.05%-105.2pp | 318.53%-301.7pp |
| Employer contribution / active EE | $2,099 | $3,314-36.6% | $5,167-59.4% | $2,565-18.2% |
| Participant deferral / active EE | $2,493 | $3,423-27.2% | $5,568-55.2% | $3,952-36.9% |
| Admin fee / account holder | $60 | $7,213-99.2% | $16,237-99.6% | $6,260-99.0% |