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 | $24,500 | $215,361-88.6% | $171,082-85.7% | $273,961-91.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 10.39% | 25.14%-14.8pp | 32.56%-22.2pp | 41.45%-31.1pp |
| Employer contribution / active EE | $6,910 | $4,967+39.1% | $4,002+72.7% | $4,869+41.9% |
| Participant deferral / active EE | $19,449 | $5,543+250.9% | $4,797+305.4% | $5,287+267.9% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |