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 | $51,698 | $118,849-56.5% | $96,562-46.5% | $167,490-69.1% |
| Participation rate | 71.4% | 75.5%-4.0pp | 69.8%+1.6pp | 82.1%-10.7pp |
| Annual return | 17.96% | 50.49%-32.5pp | 37.78%-19.8pp | 478.56%-460.6pp |
| Employer contribution / active EE | $707 | $3,120-77.3% | $2,356-70.0% | $4,837-85.4% |
| Participant deferral / active EE | $1,592 | $4,616-65.5% | $3,849-58.6% | $6,341-74.9% |
| Admin fee / account holder | $26 | $8,065-99.7% | $6,181-99.6% | $12,309-99.8% |