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 | $41,405 | $99,020-58.2% | $86,590-52.2% | $147,584-71.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.42% | 1312.34%-1297.9pp | 964.84%-950.4pp | 578.55%-564.1pp |
| Employer contribution / active EE | $2,306 | $3,132-26.4% | $2,839-18.8% | $4,876-52.7% |
| Participant deferral / active EE | $6,215 | $3,972+56.5% | $3,609+72.2% | $5,439+14.3% |
| Admin fee / account holder | $250 | $5,710-95.6% | $4,906-94.9% | $10,885-97.7% |