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 | $24,630 | $90,503-72.8% | $78,689-68.7% | $273,961-91.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.98% | 75.60%-67.6pp | 62.18%-54.2pp | 41.45%-33.5pp |
| Employer contribution / active EE | $2,240 | $3,176-29.5% | $2,851-21.4% | $4,869-54.0% |
| Participant deferral / active EE | $5,680 | $3,901+45.6% | $3,517+61.5% | $5,287+7.4% |
| Admin fee / account holder | $162 | $5,263-96.9% | $4,510-96.4% | $10,132-98.4% |