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 | $39,860 | $228,332-82.5% | $185,823-78.5% | $158,922-74.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 72.23% | 40.80%+31.4pp | 35.95%+36.3pp | 302.83%-230.6pp |
| Employer contribution / active EE | $1,063 | $4,967-78.6% | $4,087-74.0% | $4,761-77.7% |
| Participant deferral / active EE | $2,715 | $6,415-57.7% | $5,632-51.8% | $5,982-54.6% |
| Admin fee / account holder | $224 | $11,864-98.1% | $9,500-97.6% | $11,246-98.0% |