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 | $30,264 | $45,035-32.8% | $62,995-52.0% | $70,131-56.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 16.79% | 18.76%-2.0pp | 87.57%-70.8pp | 73.14%-56.4pp |
| Employer contribution / active EE | $2,887 | $2,051+40.8% | $2,759+4.7% | $2,342+23.3% |
| Participant deferral / active EE | $1,218 | $2,465-50.6% | $3,329-63.4% | $3,332-63.4% |
| Admin fee / account holder | $150 | $2,834-94.7% | $3,600-95.8% | $4,645-96.8% |