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 | $26,821 | $93,571-71.3% | $135,903-80.3% | $75,163-64.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.73% | 30.90%-12.2pp | 68.23%-49.5pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,805 | $3,537-20.7% | $4,856-42.2% | $2,670+5.1% |
| Participant deferral / active EE | $4,189 | $6,404-34.6% | $7,758-46.0% | $4,125+1.6% |
| Admin fee / account holder | $138 | $6,975-98.0% | $10,762-98.7% | $5,651-97.6% |