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 | $53,338 | $142,405-62.5% | $115,157-53.7% | $152,861-65.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 23.95% | 41.48%-17.5pp | 35.60%-11.6pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,320 | $4,010-67.1% | $3,179-58.5% | $4,762-72.3% |
| Participant deferral / active EE | $6,870 | $5,164+33.0% | $4,168+64.8% | $5,850+17.4% |
| Admin fee / account holder | $63 | $8,462-99.3% | $7,088-99.1% | $11,596-99.5% |