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 | $31,923 | $81,460-60.8% | $103,333-69.1% | $80,856-60.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.72% | 25.55%-12.8pp | 24.88%-12.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,741 | $3,105-43.9% | $3,868-55.0% | $2,755-36.8% |
| Participant deferral / active EE | $4,913 | $3,869+27.0% | $5,057-2.9% | $4,296+14.4% |
| Admin fee / account holder | $245 | $6,566-96.3% | $8,355-97.1% | $6,918-96.5% |