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 | $54,580 | $102,966-47.0% | $90,281-39.5% | $152,861-64.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.31% | 95.16%-73.8pp | 78.10%-56.8pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,647 | $3,139-47.5% | $2,854-42.3% | $4,762-65.4% |
| Participant deferral / active EE | $2,662 | $4,281-37.8% | $3,885-31.5% | $5,850-54.5% |
| Admin fee / account holder | $19 | $6,171-99.7% | $5,351-99.6% | $11,596-99.8% |