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 9-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 | $35,118 | $148,534-76.4% | $135,903-74.2% | $139,434-74.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.91% | 79.19%-64.3pp | 68.23%-53.3pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,400 | $5,243-73.3% | $4,856-71.2% | $4,751-70.5% |
| Participant deferral / active EE | $3,516 | $8,100-56.6% | $7,758-54.7% | $6,710-47.6% |
| Admin fee / account holder | $135 | $12,400-98.9% | $10,762-98.8% | $11,403-98.8% |