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 | $56,915 | $114,381-50.2% | $107,525-47.1% | $142,382-60.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.99% | 242.71%-225.7pp | 181.32%-164.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,337 | $4,015-41.8% | $3,754-37.7% | $4,299-45.6% |
| Participant deferral / active EE | $4,198 | $5,564-24.6% | $5,116-17.9% | $6,507-35.5% |
| Admin fee / account holder | $15 | $9,860-99.9% | $8,919-99.8% | $12,624-99.9% |