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 | $46,421 | $84,696-45.2% | $75,696-38.7% | $167,490-72.3% |
| Participation rate | 88.9% | 77.8%+11.1pp | 74.8%+14.1pp | 82.1%+6.8pp |
| Annual return | 13.43% | 199.36%-185.9pp | 104.53%-91.1pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,578 | $3,230-51.1% | $2,743-42.4% | $4,837-67.4% |
| Participant deferral / active EE | $2,601 | $4,580-43.2% | $3,821-31.9% | $6,341-59.0% |
| Admin fee / account holder | $23 | $5,355-99.6% | $3,619-99.4% | $12,309-99.8% |