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 | $20,071 | $99,341-79.8% | $84,750-76.3% | $273,961-92.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.78% | 22.93%-18.1pp | 22.78%-18.0pp | 41.45%-36.7pp |
| Employer contribution / active EE | $1,118 | $4,214-73.5% | $3,574-68.7% | $4,869-77.0% |
| Participant deferral / active EE | $3,553 | $4,269-16.8% | $3,712-4.3% | $5,287-32.8% |
| Admin fee / account holder | $147 | $6,644-97.8% | $5,332-97.2% | $10,132-98.6% |