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 | $35,826 | $96,557-62.9% | $80,975-55.8% | $273,961-86.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 9.11% | 15.14%-6.0pp | 17.10%-8.0pp | 41.45%-32.3pp |
| Employer contribution / active EE | $2,714 | $4,868-44.2% | $3,714-26.9% | $4,869-44.3% |
| Participant deferral / active EE | $5,310 | $6,598-19.5% | $5,696-6.8% | $5,287+0.4% |
| Admin fee / account holder | $114 | $7,492-98.5% | $5,516-97.9% | $10,132-98.9% |