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 | $36,231 | $140,940-74.3% | $112,229-67.7% | $139,434-74.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.68% | 32.71%-18.0pp | 30.20%-15.5pp | 372.94%-358.3pp |
| Employer contribution / active EE | $1,910 | $4,283-55.4% | $3,430-44.3% | $4,751-59.8% |
| Participant deferral / active EE | $2,789 | $5,874-52.5% | $4,798-41.9% | $6,710-58.4% |
| Admin fee / account holder | $230 | $9,954-97.7% | $7,748-97.0% | $11,403-98.0% |