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 | $47,070 | $105,998-55.6% | $92,233-49.0% | $147,584-68.1% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 14.24% | 50.05%-35.8pp | 176.28%-162.0pp | 578.55%-564.3pp |
| Employer contribution / active EE | $2,863 | $4,333-33.9% | $3,679-22.2% | $4,876-41.3% |
| Participant deferral / active EE | $7,423 | $4,478+65.8% | $3,897+90.5% | $5,439+36.5% |
| Admin fee / account holder | $43 | $6,332-99.3% | $5,194-99.2% | $10,885-99.6% |