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 | $23,906 | $96,557-75.2% | $80,975-70.5% | $273,961-91.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 10.64% | 15.14%-4.5pp | 17.10%-6.5pp | 41.45%-30.8pp |
| Employer contribution / active EE | $2,113 | $4,868-56.6% | $3,714-43.1% | $4,869-56.6% |
| Participant deferral / active EE | $4,368 | $6,598-33.8% | $5,696-23.3% | $5,287-17.4% |
| Admin fee / account holder | $23 | $7,492-99.7% | $5,516-99.6% | $10,132-99.8% |