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 | $49,175 | $60,124-18.2% | $90,404-45.6% | $79,858-38.4% |
| Participation rate | 82.1% | 65.0%+17.2pp | 72.7%+9.5pp | 69.6%+12.5pp |
| Annual return | 23.90% | 71.94%-48.0pp | 1293.02%-1269.1pp | 31.71%-7.8pp |
| Employer contribution / active EE | $613 | $2,068-70.3% | $3,262-81.2% | $2,471-75.2% |
| Participant deferral / active EE | $2,192 | $2,938-25.4% | $3,963-44.7% | $3,740-41.4% |
| Admin fee / account holder | $2 | $3,976-99.9% | $5,611-100.0% | $5,306-100.0% |