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 | $28,264 | $98,240-71.2% | $82,313-65.7% | $147,584-80.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.35% | 30.85%-17.5pp | 25.88%-12.5pp | 578.55%-565.2pp |
| Employer contribution / active EE | $925 | $3,192-71.0% | $2,428-61.9% | $4,876-81.0% |
| Participant deferral / active EE | $2,108 | $4,383-51.9% | $3,706-43.1% | $5,439-61.2% |
| Admin fee / account holder | $151 | $8,563-98.2% | $5,608-97.3% | $10,885-98.6% |