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 | $23,821 | $109,327-78.2% | $89,391-73.4% | $158,922-85.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 17.02% | 345.68%-328.7pp | 245.62%-228.6pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,232 | $3,170-61.1% | $2,586-52.4% | $4,761-74.1% |
| Participant deferral / active EE | $2,581 | $4,598-43.9% | $3,890-33.6% | $5,982-56.9% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |