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 | $46,100 | $99,652-53.7% | $78,778-41.5% | $147,584-68.8% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | 13.76% | 47.28%-33.5pp | 35.62%-21.9pp | 578.55%-564.8pp |
| Employer contribution / active EE | $1,578 | $2,796-43.6% | $1,986-20.5% | $4,876-67.6% |
| Participant deferral / active EE | $2,741 | $3,664-25.2% | $2,958-7.4% | $5,439-49.6% |
| Admin fee / account holder | $206 | $7,155-97.1% | $5,134-96.0% | $10,885-98.1% |