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 | $28,541 | $94,752-69.9% | $112,887-74.7% | $139,434-79.5% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 20.15% | 40.88%-20.7pp | 34.10%-13.9pp | 372.94%-352.8pp |
| Employer contribution / active EE | $2,957 | $4,625-36.1% | $4,563-35.2% | $4,751-37.8% |
| Participant deferral / active EE | $9,225 | $6,512+41.7% | $6,513+41.6% | $6,710+37.5% |
| Admin fee / account holder | $10 | $8,527-99.9% | $7,047-99.9% | $11,403-99.9% |