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 | $24,188 | $78,926-69.4% | $136,749-82.3% | $84,808-71.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 26.31% | 18.17%+8.1pp | 24.33%+2.0pp | 40.90%-14.6pp |
| Employer contribution / active EE | $2,676 | $2,134+25.4% | $3,400-21.3% | $2,631+1.7% |
| Participant deferral / active EE | $3,920 | $3,168+23.7% | $4,692-16.5% | $4,212-6.9% |
| Admin fee / account holder | $248 | $6,369-96.1% | $11,386-97.8% | $7,344-96.6% |