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 | $37,569 | $101,069-62.8% | $81,478-53.9% | $147,584-74.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 15.37% | 32.40%-17.0pp | 38.78%-23.4pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,400 | $3,205-56.3% | $2,568-45.5% | $4,876-71.3% |
| Participant deferral / active EE | $2,111 | $4,242-50.2% | $3,537-40.3% | $5,439-61.2% |
| Admin fee / account holder | $14 | $5,812-99.8% | $4,561-99.7% | $10,885-99.9% |