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 | $48,444 | $100,852-52.0% | $90,404-46.4% | $158,922-69.5% |
| Participation rate | 94.4% | 75.0%+19.4pp | 72.7%+21.8pp | 82.0%+12.5pp |
| Annual return | 8.04% | 1724.20%-1716.2pp | 1293.02%-1285.0pp | 302.83%-294.8pp |
| Employer contribution / active EE | $2,142 | $3,689-41.9% | $3,262-34.3% | $4,761-55.0% |
| Participant deferral / active EE | $1,042 | $4,348-76.0% | $3,963-73.7% | $5,982-82.6% |
| Admin fee / account holder | $209 | $6,501-96.8% | $5,611-96.3% | $11,246-98.1% |