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 | $43,974 | $102,966-57.3% | $90,281-51.3% | $152,861-71.2% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 20.97% | 95.16%-74.2pp | 78.10%-57.1pp | 345.32%-324.3pp |
| Employer contribution / active EE | $522 | $3,139-83.4% | $2,854-81.7% | $4,762-89.0% |
| Participant deferral / active EE | $2,334 | $4,281-45.5% | $3,885-39.9% | $5,850-60.1% |
| Admin fee / account holder | $295 | $6,171-95.2% | $5,351-94.5% | $11,596-97.5% |