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 | $37,387 | $45,211-17.3% | $56,429-33.7% | $70,131-46.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.0%+20.0pp | 69.5%+30.5pp |
| Annual return | 23.23% | 38.45%-15.2pp | 19.04%+4.2pp | 73.14%-49.9pp |
| Employer contribution / active EE | $3,253 | $2,737+18.9% | $3,405-4.5% | $2,342+38.9% |
| Participant deferral / active EE | $5,348 | $2,735+95.5% | $3,951+35.3% | $3,332+60.5% |
| Admin fee / account holder | $161 | $3,027-94.7% | $4,466-96.4% | $4,645-96.5% |