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 | $30,017 | $109,881-72.7% | $150,045-80.0% | $84,808-64.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 40.61% | 28.25%+12.4pp | 62.55%-21.9pp | 40.90%-0.3pp |
| Employer contribution / active EE | $9,615 | $3,561+170.0% | $4,693+104.9% | $2,631+265.5% |
| Participant deferral / active EE | $4,511 | $6,636-32.0% | $7,997-43.6% | $4,212+7.1% |
| Admin fee / account holder | $188 | $8,568-97.8% | $13,435-98.6% | $7,344-97.4% |