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 | $42,515 | $85,766-50.4% | $136,294-68.8% | $70,131-39.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.79% | 31.45%-16.7pp | 5155.94%-5141.1pp | 73.14%-58.4pp |
| Employer contribution / active EE | $4,456 | $2,966+50.2% | $4,695-5.1% | $2,342+90.2% |
| Participant deferral / active EE | $2,852 | $5,051-43.5% | $6,247-54.3% | $3,332-14.4% |
| Admin fee / account holder | $291 | $5,420-94.6% | $9,243-96.9% | $4,645-93.7% |