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 | $25,140 | $96,484-73.9% | $75,886-66.9% | $152,861-83.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 23.97% | 33.98%-10.0pp | 30.76%-6.8pp | 345.32%-321.3pp |
| Employer contribution / active EE | $2,302 | $3,309-30.4% | $2,500-7.9% | $4,762-51.7% |
| Participant deferral / active EE | $5,417 | $4,553+19.0% | $3,603+50.3% | $5,850-7.4% |
| Admin fee / account holder | $143 | $8,078-98.2% | $5,418-97.4% | $11,596-98.8% |