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 | $30,493 | $152,587-80.0% | $125,175-75.6% | $152,861-80.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 11.88% | 54.84%-43.0pp | 43.79%-31.9pp | 345.32%-333.4pp |
| Employer contribution / active EE | $1,345 | $4,946-72.8% | $3,865-65.2% | $4,762-71.8% |
| Participant deferral / active EE | $3,077 | $5,868-47.6% | $4,937-37.7% | $5,850-47.4% |
| Admin fee / account holder | $208 | $13,434-98.5% | $9,702-97.9% | $11,596-98.2% |