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 7-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 | $50,739 | $85,022-40.3% | $70,515-28.0% | $139,434-63.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 19.69% | 30.38%-10.7pp | 32.77%-13.1pp | 372.94%-353.3pp |
| Employer contribution / active EE | $900 | $3,909-77.0% | $2,973-69.7% | $4,751-81.1% |
| Participant deferral / active EE | $2,250 | $5,890-61.8% | $4,567-50.7% | $6,710-66.5% |
| Admin fee / account holder | $270 | $8,906-97.0% | $6,412-95.8% | $11,403-97.6% |