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 | $56,600 | $107,015-47.1% | $73,545-23.0% | $147,584-61.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 15.71% | 38.25%-22.5pp | -15.16%+30.9pp | 578.55%-562.8pp |
| Employer contribution / active EE | $5,829 | $1,760+231.2% | $1,219+378.2% | $4,876+19.5% |
| Participant deferral / active EE | $1,150 | $2,462-53.3% | $1,806-36.3% | $5,439-78.9% |
| Admin fee / account holder | $231 | $3,055-92.5% | $2,320-90.1% | $10,885-97.9% |