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 | $29,938 | $90,503-66.9% | $78,689-62.0% | $273,961-89.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.73% | 75.60%-67.9pp | 62.18%-54.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $4,414 | $3,176+39.0% | $2,851+54.8% | $4,869-9.3% |
| Participant deferral / active EE | $3,418 | $3,901-12.4% | $3,517-2.8% | $5,287-35.3% |
| Admin fee / account holder | $136 | $5,263-97.4% | $4,510-97.0% | $10,132-98.7% |