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 | $20,370 | $115,882-82.4% | $100,516-79.7% | $158,922-87.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 25.03% | 34.79%-9.8pp | 30.89%-5.9pp | 302.83%-277.8pp |
| Employer contribution / active EE | $5,138 | $4,103+25.2% | $3,418+50.3% | $4,761+7.9% |
| Participant deferral / active EE | $9,414 | $6,674+41.0% | $6,270+50.1% | $5,982+57.4% |
| Admin fee / account holder | $25 | $10,995-99.8% | $8,081-99.7% | $11,246-99.8% |