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 | $59,446 | $106,515-44.2% | $96,683-38.5% | $139,434-57.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 23.12% | 38.43%-15.3pp | 35.69%-12.6pp | 372.94%-349.8pp |
| Employer contribution / active EE | $2,013 | $4,103-50.9% | $3,737-46.1% | $4,751-57.6% |
| Participant deferral / active EE | $9,139 | $5,454+67.6% | $4,878+87.3% | $6,710+36.2% |
| Admin fee / account holder | $51 | $7,877-99.4% | $6,730-99.2% | $11,403-99.6% |