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 | $26,476 | $101,069-73.8% | $81,478-67.5% | $147,584-82.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 26.26% | 32.40%-6.1pp | 38.78%-12.5pp | 578.55%-552.3pp |
| Employer contribution / active EE | $1,904 | $3,205-40.6% | $2,568-25.8% | $4,876-61.0% |
| Participant deferral / active EE | $7,268 | $4,242+71.3% | $3,537+105.5% | $5,439+33.6% |
| Admin fee / account holder | $92 | $5,812-98.4% | $4,561-98.0% | $10,885-99.2% |