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 | $52,236 | $79,944-34.7% | $98,439-46.9% | $75,163-30.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 18.47% | 19.75%-1.3pp | 21.16%-2.7pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,437 | $2,264-36.5% | $3,048-52.9% | $2,670-46.2% |
| Participant deferral / active EE | $2,934 | $3,752-21.8% | $4,738-38.1% | $4,125-28.9% |
| Admin fee / account holder | $17 | $6,840-99.8% | $8,948-99.8% | $5,651-99.7% |