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 | $28,951 | $112,096-74.2% | $95,952-69.8% | $158,922-81.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.23% | 171.09%-155.9pp | 91.61%-76.4pp | 302.83%-287.6pp |
| Employer contribution / active EE | $953 | $3,198-70.2% | $2,541-62.5% | $4,761-80.0% |
| Participant deferral / active EE | $7,519 | $4,784+57.2% | $4,167+80.4% | $5,982+25.7% |
| Admin fee / account holder | $215 | $10,130-97.9% | $6,795-96.8% | $11,246-98.1% |