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 | $46,345 | $114,381-59.5% | $107,525-56.9% | $142,382-67.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.17% | 242.71%-228.5pp | 181.32%-167.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,056 | $4,015-48.8% | $3,754-45.2% | $4,299-52.2% |
| Participant deferral / active EE | $4,012 | $5,564-27.9% | $5,116-21.6% | $6,507-38.3% |
| Admin fee / account holder | $80 | $9,860-99.2% | $8,919-99.1% | $12,624-99.4% |