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 8-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 | $25,776 | $115,882-77.8% | $100,516-74.4% | $158,922-83.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 35.34% | 34.79%+0.6pp | 30.89%+4.5pp | 302.83%-267.5pp |
| Employer contribution / active EE | $1,266 | $4,103-69.1% | $3,418-62.9% | $4,761-73.4% |
| Participant deferral / active EE | $12,052 | $6,674+80.6% | $6,270+92.2% | $5,982+101.5% |
| Admin fee / account holder | $161 | $10,995-98.5% | $8,081-98.0% | $11,246-98.6% |