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 | $47,459 | $89,355-46.9% | $141,162-66.4% | $72,985-35.0% |
| Participation rate | 80.8% | 75.1%+5.7pp | 82.5%-1.7pp | 69.5%+11.3pp |
| Annual return | 20.81% | 111.85%-91.0pp | 71.39%-50.6pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,135 | $3,114-63.6% | $4,735-76.0% | $2,440-53.5% |
| Participant deferral / active EE | $2,904 | $5,418-46.4% | $6,709-56.7% | $3,607-19.5% |
| Admin fee / account holder | $70 | $5,958-98.8% | $10,261-99.3% | $5,124-98.6% |