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 9-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 | $35,964 | $117,841-69.5% | $102,423-64.9% | $145,922-75.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.76% | 31.65%-20.9pp | 29.32%-18.6pp | 561.29%-550.5pp |
| Employer contribution / active EE | $3,303 | $3,615-8.6% | $3,023+9.3% | $4,660-29.1% |
| Participant deferral / active EE | $2,459 | $5,731-57.1% | $5,053-51.3% | $6,688-63.2% |
| Admin fee / account holder | $19 | $13,326-99.9% | $9,451-99.8% | $13,397-99.9% |