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 | $34,333 | $97,044-64.6% | $83,333-58.8% | $135,375-74.6% |
| Participation rate | 81.8% | 80.4%+1.4pp | 77.8%+4.1pp | 82.6%-0.8pp |
| Annual return | 22.26% | 12.31%+9.9pp | 10.63%+11.6pp | 519.73%-497.5pp |
| Employer contribution / active EE | $3,707 | $4,143-10.5% | $3,379+9.7% | $4,779-22.4% |
| Participant deferral / active EE | $7,116 | $5,964+19.3% | $5,565+27.9% | $5,609+26.9% |
| Admin fee / account holder | $21 | $8,380-99.8% | $7,510-99.7% | $10,827-99.8% |