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 | $45,961 | $103,376-55.5% | $87,100-47.2% | $152,861-69.9% |
| Participation rate | 94.1% | 79.3%+14.8pp | 76.9%+17.2pp | 82.4%+11.7pp |
| Annual return | 13.25% | 28.10%-14.8pp | 28.19%-14.9pp | 345.32%-332.1pp |
| Employer contribution / active EE | $652 | $3,220-79.8% | $2,521-74.2% | $4,762-86.3% |
| Participant deferral / active EE | $2,969 | $4,778-37.9% | $4,049-26.7% | $5,850-49.3% |
| Admin fee / account holder | $95 | $12,205-99.2% | $7,497-98.7% | $11,596-99.2% |