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 | $40,477 | $74,927-46.0% | $101,794-60.2% | $84,808-52.3% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 14.24% | 18.70%-4.5pp | 30.53%-16.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,535 | $1,522+66.6% | $2,289+10.8% | $2,631-3.6% |
| Participant deferral / active EE | $4,561 | $3,099+47.2% | $4,084+11.7% | $4,212+8.3% |
| Admin fee / account holder | $254 | $6,514-96.1% | $8,777-97.1% | $7,344-96.5% |