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 | $35,700 | $76,312-53.2% | $67,221-46.9% | $158,922-77.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 18.89% | 22.77%-3.9pp | 20.72%-1.8pp | 302.83%-283.9pp |
| Employer contribution / active EE | $3,230 | $4,476-27.8% | $3,723-13.2% | $4,761-32.2% |
| Participant deferral / active EE | $4,563 | $5,264-13.3% | $4,384+4.1% | $5,982-23.7% |
| Admin fee / account holder | $2 | $8,005-100.0% | $5,844-100.0% | $11,246-100.0% |