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 | $26,966 | $105,931-74.5% | $81,930-67.1% | $158,922-83.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 14.03% | 38.17%-24.1pp | 29.49%-15.5pp | 302.83%-288.8pp |
| Employer contribution / active EE | $4,295 | $7,800-44.9% | $4,310-0.3% | $4,761-9.8% |
| Participant deferral / active EE | $3,552 | $13,003-72.7% | $7,107-50.0% | $5,982-40.6% |
| Admin fee / account holder | $33 | $8,489-99.6% | $5,158-99.4% | $11,246-99.7% |