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 | $25,917 | $102,966-74.8% | $90,281-71.3% | $152,861-83.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.31% | 95.16%-71.8pp | 78.10%-54.8pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,570 | $3,139-50.0% | $2,854-45.0% | $4,762-67.0% |
| Participant deferral / active EE | $6,235 | $4,281+45.6% | $3,885+60.5% | $5,850+6.6% |
| Admin fee / account holder | $168 | $6,171-97.3% | $5,351-96.9% | $11,596-98.5% |