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 | $43,687 | $93,571-53.3% | $135,903-67.9% | $75,163-41.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 27.78% | 30.90%-3.1pp | 68.23%-40.5pp | 160.62%-132.8pp |
| Employer contribution / active EE | $2,820 | $3,537-20.3% | $4,856-41.9% | $2,670+5.6% |
| Participant deferral / active EE | $6,391 | $6,404-0.2% | $7,758-17.6% | $4,125+54.9% |
| Admin fee / account holder | $213 | $6,975-96.9% | $10,762-98.0% | $5,651-96.2% |