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 | $41,996 | $96,484-56.5% | $75,886-44.7% | $152,861-72.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 18.66% | 33.98%-15.3pp | 30.76%-12.1pp | 345.32%-326.7pp |
| Employer contribution / active EE | $1,927 | $3,309-41.8% | $2,500-22.9% | $4,762-59.5% |
| Participant deferral / active EE | $6,509 | $4,553+43.0% | $3,603+80.7% | $5,850+11.3% |
| Admin fee / account holder | $55 | $8,078-99.3% | $5,418-99.0% | $11,596-99.5% |