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 | $46,123 | $105,931-56.5% | $81,930-43.7% | $158,922-71.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 15.31% | 38.17%-22.9pp | 29.49%-14.2pp | 302.83%-287.5pp |
| Employer contribution / active EE | $2,118 | $7,800-72.8% | $4,310-50.9% | $4,761-55.5% |
| Participant deferral / active EE | $3,130 | $13,003-75.9% | $7,107-56.0% | $5,982-47.7% |
| Admin fee / account holder | $28 | $8,489-99.7% | $5,158-99.5% | $11,246-99.8% |