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 | $23,427 | $103,376-77.3% | $87,100-73.1% | $152,861-84.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 22.22% | 28.10%-5.9pp | 28.19%-6.0pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,665 | $3,220-48.3% | $2,521-34.0% | $4,762-65.0% |
| Participant deferral / active EE | $6,043 | $4,778+26.5% | $4,049+49.3% | $5,850+3.3% |
| Admin fee / account holder | $196 | $12,205-98.4% | $7,497-97.4% | $11,596-98.3% |