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 7-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 | $49,812 | $124,281-59.9% | $109,143-54.4% | $167,490-70.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.44% | 26.04%-8.6pp | 25.75%-8.3pp | 478.56%-461.1pp |
| Employer contribution / active EE | $1,363 | $4,207-67.6% | $3,722-63.4% | $4,837-71.8% |
| Participant deferral / active EE | $8,727 | $5,255+66.1% | $4,653+87.5% | $6,341+37.6% |
| Admin fee / account holder | $190 | $7,970-97.6% | $6,752-97.2% | $12,309-98.5% |