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 | $13,281 | $107,015-87.6% | $73,545-81.9% | $147,584-91.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 32.64% | 38.25%-5.6pp | -15.16%+47.8pp | 578.55%-545.9pp |
| Employer contribution / active EE | $2,039 | $1,760+15.9% | $1,219+67.3% | $4,876-58.2% |
| Participant deferral / active EE | $5,115 | $2,462+107.8% | $1,806+183.2% | $5,439-5.9% |
| Admin fee / account holder | $66 | $3,055-97.8% | $2,320-97.1% | $10,885-99.4% |