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 | $46,075 | $99,020-53.5% | $86,590-46.8% | $147,584-68.8% |
| Participation rate | 94.1% | 76.3%+17.8pp | 73.5%+20.6pp | 82.8%+11.3pp |
| Annual return | 17.39% | 1312.34%-1294.9pp | 964.84%-947.4pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,059 | $3,132-66.2% | $2,839-62.7% | $4,876-78.3% |
| Participant deferral / active EE | $2,348 | $3,972-40.9% | $3,609-34.9% | $5,439-56.8% |
| Admin fee / account holder | $109 | $5,710-98.1% | $4,906-97.8% | $10,885-99.0% |