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 | $30,969 | $149,734-79.3% | $118,925-74.0% | $158,922-80.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 21.23% | 19.95%+1.3pp | 35.88%-14.6pp | 302.83%-281.6pp |
| Employer contribution / active EE | $1,420 | $4,115-65.5% | $3,263-56.5% | $4,761-70.2% |
| Participant deferral / active EE | $5,520 | $5,223+5.7% | $4,265+29.4% | $5,982-7.7% |
| Admin fee / account holder | $103 | $8,603-98.8% | $6,581-98.4% | $11,246-99.1% |