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 | $18,885 | $97,044-80.5% | $83,333-77.3% | $135,375-86.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 3.27% | 12.31%-9.0pp | 10.63%-7.4pp | 519.73%-516.5pp |
| Employer contribution / active EE | $6,447 | $4,143+55.6% | $3,379+90.8% | $4,779+34.9% |
| Participant deferral / active EE | $2,958 | $5,964-50.4% | $5,565-46.8% | $5,609-47.3% |
| Admin fee / account holder | $57 | $8,380-99.3% | $7,510-99.2% | $10,827-99.5% |