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 | $33,677 | $115,882-70.9% | $100,516-66.5% | $158,922-78.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 10.98% | 34.79%-23.8pp | 30.89%-19.9pp | 302.83%-291.8pp |
| Employer contribution / active EE | $6,344 | $4,103+54.6% | $3,418+85.6% | $4,761+33.2% |
| Participant deferral / active EE | $5,028 | $6,674-24.7% | $6,270-19.8% | $5,982-16.0% |
| Admin fee / account holder | $278 | $10,995-97.5% | $8,081-96.6% | $11,246-97.5% |