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 | $20,010 | $99,032-79.8% | $80,019-75.0% | $135,375-85.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 5.56% | 15.39%-9.8pp | 11.22%-5.7pp | 519.73%-514.2pp |
| Employer contribution / active EE | $6,636 | $3,043+118.1% | $2,468+168.9% | $4,779+38.9% |
| Participant deferral / active EE | $4,073 | $4,282-4.9% | $3,686+10.5% | $5,609-27.4% |
| Admin fee / account holder | $95 | $10,436-99.1% | $6,521-98.5% | $10,827-99.1% |