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 | $48,593 | $65,365-25.7% | $92,893-47.7% | $72,985-33.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 22.84% | 42.10%-19.3pp | 109.41%-86.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $5,647 | $2,594+117.7% | $3,653+54.6% | $2,440+131.5% |
| Participant deferral / active EE | $3,930 | $3,128+25.6% | $4,236-7.2% | $3,607+8.9% |
| Admin fee / account holder | $200 | $4,251-95.3% | $5,794-96.5% | $5,124-96.1% |