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 | $29,458 | $63,346-53.5% | $92,233-68.1% | $70,131-58.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.82% | 530.12%-515.3pp | 176.28%-161.5pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,509 | $2,471-38.9% | $3,679-59.0% | $2,342-35.6% |
| Participant deferral / active EE | $3,984 | $2,854+39.6% | $3,897+2.2% | $3,332+19.6% |
| Admin fee / account holder | $143 | $3,840-96.3% | $5,194-97.3% | $4,645-96.9% |