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 | $45,605 | $101,724-55.2% | $164,813-72.3% | $80,856-43.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.26% | 16.72%-4.5pp | 69.93%-57.7pp | 35.59%-23.3pp |
| Employer contribution / active EE | $960 | $2,953-67.5% | $4,341-77.9% | $2,755-65.2% |
| Participant deferral / active EE | $3,799 | $4,477-15.1% | $6,031-37.0% | $4,296-11.6% |
| Admin fee / account holder | $227 | $8,227-97.2% | $12,690-98.2% | $6,918-96.7% |