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 9-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 | $33,035 | $142,405-76.8% | $115,157-71.3% | $152,861-78.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 28.36% | 41.48%-13.1pp | 35.60%-7.2pp | 345.32%-317.0pp |
| Employer contribution / active EE | $1,896 | $4,010-52.7% | $3,179-40.4% | $4,762-60.2% |
| Participant deferral / active EE | $7,909 | $5,164+53.2% | $4,168+89.7% | $5,850+35.2% |
| Admin fee / account holder | $114 | $8,462-98.7% | $7,088-98.4% | $11,596-99.0% |