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 | $34,389 | $168,632-79.6% | $147,614-76.7% | $125,391-72.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.57% | 77.65%-77.1pp | 61.98%-61.4pp | 282.22%-281.7pp |
| Employer contribution / active EE | $3,864 | $6,252-38.2% | $5,564-30.6% | $4,866-20.6% |
| Participant deferral / active EE | $5,786 | $5,507+5.1% | $4,895+18.2% | $5,352+8.1% |
| Admin fee / account holder | $167 | $13,580-98.8% | $11,611-98.6% | $9,540-98.2% |