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 | $32,633 | $215,361-84.8% | $171,082-80.9% | $273,961-88.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 10.93% | 25.14%-14.2pp | 32.56%-21.6pp | 41.45%-30.5pp |
| Employer contribution / active EE | $6,000 | $4,967+20.8% | $4,002+49.9% | $4,869+23.2% |
| Participant deferral / active EE | $12,000 | $5,543+116.5% | $4,797+150.1% | $5,287+127.0% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |