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 | $34,012 | $177,572-80.8% | $154,803-78.0% | $142,382-76.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.43% | 65.07%-45.6pp | 58.88%-39.5pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,781 | $4,810-42.2% | $4,305-35.4% | $4,299-35.3% |
| Participant deferral / active EE | $3,790 | $6,272-39.6% | $5,540-31.6% | $6,507-41.8% |
| Admin fee / account holder | $214 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |