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 | $40,894 | $124,281-67.1% | $109,143-62.5% | $167,490-75.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.33% | 26.04%-7.7pp | 25.75%-7.4pp | 478.56%-460.2pp |
| Employer contribution / active EE | $2,537 | $4,207-39.7% | $3,722-31.8% | $4,837-47.5% |
| Participant deferral / active EE | $6,036 | $5,255+14.9% | $4,653+29.7% | $6,341-4.8% |
| Admin fee / account holder | $267 | $7,970-96.7% | $6,752-96.0% | $12,309-97.8% |