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 | $28,890 | $118,849-75.7% | $96,562-70.1% | $167,490-82.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 18.16% | 50.49%-32.3pp | 37.78%-19.6pp | 478.56%-460.4pp |
| Employer contribution / active EE | $1,877 | $3,120-39.8% | $2,356-20.3% | $4,837-61.2% |
| Participant deferral / active EE | $2,061 | $4,616-55.4% | $3,849-46.5% | $6,341-67.5% |
| Admin fee / account holder | $19 | $8,065-99.8% | $6,181-99.7% | $12,309-99.8% |