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 | $38,336 | $85,202-55.0% | $172,739-77.8% | $72,985-47.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.35% | 27.32%-9.0pp | 802.84%-784.5pp | 81.00%-62.7pp |
| Employer contribution / active EE | $6,969 | $3,324+109.6% | $5,143+35.5% | $2,440+185.6% |
| Participant deferral / active EE | $3,907 | $3,260+19.8% | $5,198-24.8% | $3,607+8.3% |
| Admin fee / account holder | $276 | $5,884-95.3% | $13,954-98.0% | $5,124-94.6% |