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 | $36,991 | $149,734-75.3% | $118,925-68.9% | $158,922-76.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 15.79% | 19.95%-4.2pp | 35.88%-20.1pp | 302.83%-287.0pp |
| Employer contribution / active EE | $2,538 | $4,115-38.3% | $3,263-22.2% | $4,761-46.7% |
| Participant deferral / active EE | $6,974 | $5,223+33.5% | $4,265+63.5% | $5,982+16.6% |
| Admin fee / account holder | $237 | $8,603-97.2% | $6,581-96.4% | $11,246-97.9% |