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 | $40,424 | $124,281-67.5% | $109,143-63.0% | $167,490-75.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.38% | 26.04%-13.7pp | 25.75%-13.4pp | 478.56%-466.2pp |
| Employer contribution / active EE | $1,861 | $4,207-55.8% | $3,722-50.0% | $4,837-61.5% |
| Participant deferral / active EE | $6,822 | $5,255+29.8% | $4,653+46.6% | $6,341+7.6% |
| Admin fee / account holder | $12 | $7,970-99.9% | $6,752-99.8% | $12,309-99.9% |