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 | $58,761 | $99,020-40.7% | $86,590-32.1% | $147,584-60.2% |
| Participation rate | 93.8% | 76.3%+17.4pp | 73.5%+20.2pp | 82.8%+10.9pp |
| Annual return | 18.77% | 1312.34%-1293.6pp | 964.84%-946.1pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,372 | $3,132-56.2% | $2,839-51.7% | $4,876-71.9% |
| Participant deferral / active EE | $2,610 | $3,972-34.3% | $3,609-27.7% | $5,439-52.0% |
| Admin fee / account holder | $185 | $5,710-96.8% | $4,906-96.2% | $10,885-98.3% |