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 | $48,164 | $102,616-53.1% | $81,983-41.3% | $158,922-69.7% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.2%+16.5pp | 82.0%+3.8pp |
| Annual return | 18.67% | 61.04%-42.4pp | 41.31%-22.6pp | 302.83%-284.2pp |
| Employer contribution / active EE | $1,775 | $3,240-45.2% | $2,498-28.9% | $4,761-62.7% |
| Participant deferral / active EE | $7,654 | $4,648+64.7% | $3,722+105.6% | $5,982+28.0% |
| Admin fee / account holder | $47 | $8,235-99.4% | $5,664-99.2% | $11,246-99.6% |