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 | $46,424 | $56,110-17.3% | $94,993-51.1% | $70,131-33.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 16.47% | 51.02%-34.6pp | 27.12%-10.7pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,755 | $1,442+21.7% | $2,603-32.6% | $2,342-25.1% |
| Participant deferral / active EE | $1,552 | $2,391-35.1% | $3,317-53.2% | $3,332-53.4% |
| Admin fee / account holder | $210 | $3,456-93.9% | $4,960-95.8% | $4,645-95.5% |