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 | $45,192 | $112,881-60.0% | $90,951-50.3% | $158,922-71.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 16.85% | 215.79%-198.9pp | 134.60%-117.7pp | 302.83%-286.0pp |
| Employer contribution / active EE | $1,926 | $2,893-33.4% | $2,122-9.2% | $4,761-59.5% |
| Participant deferral / active EE | $2,625 | $4,128-36.4% | $3,373-22.2% | $5,982-56.1% |
| Admin fee / account holder | $265 | $8,041-96.7% | $5,959-95.6% | $11,246-97.6% |