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 | $31,115 | $111,754-72.2% | $103,333-69.9% | $145,922-78.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.52% | 24.77%-13.2pp | 24.88%-13.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,546 | $4,212-63.3% | $3,868-60.0% | $4,660-66.8% |
| Participant deferral / active EE | $7,485 | $5,619+33.2% | $5,057+48.0% | $6,688+11.9% |
| Admin fee / account holder | $84 | $9,750-99.1% | $8,355-99.0% | $13,397-99.4% |