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 | $33,065 | $96,305-65.7% | $80,569-59.0% | $139,434-76.3% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 19.36% | 1350.08%-1330.7pp | 935.43%-916.1pp | 372.94%-353.6pp |
| Employer contribution / active EE | $887 | $3,262-72.8% | $2,723-67.4% | $4,751-81.3% |
| Participant deferral / active EE | $1,498 | $5,232-71.4% | $4,447-66.3% | $6,710-77.7% |
| Admin fee / account holder | $130 | $6,599-98.0% | $5,377-97.6% | $11,403-98.9% |