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 | $31,576 | $83,477-62.2% | $125,175-74.8% | $72,985-56.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 34.52% | 25.78%+8.7pp | 43.79%-9.3pp | 81.00%-46.5pp |
| Employer contribution / active EE | $3,960 | $2,345+68.8% | $3,865+2.4% | $2,440+62.3% |
| Participant deferral / active EE | $6,157 | $3,585+71.7% | $4,937+24.7% | $3,607+70.7% |
| Admin fee / account holder | $46 | $5,517-99.2% | $9,702-99.5% | $5,124-99.1% |