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 | $50,199 | $95,416-47.4% | $185,823-73.0% | $85,850-41.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.90% | 23.59%-7.7pp | 122.05%-106.2pp | 318.53%-302.6pp |
| Employer contribution / active EE | $2,036 | $3,314-38.6% | $5,167-60.6% | $2,565-20.6% |
| Participant deferral / active EE | $3,013 | $3,423-12.0% | $5,568-45.9% | $3,952-23.8% |
| Admin fee / account holder | $221 | $7,213-96.9% | $16,237-98.6% | $6,260-96.5% |