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 9-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 | $48,232 | $100,773-52.1% | $88,946-45.8% | $142,382-66.1% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 22.70% | 70.18%-47.5pp | 57.82%-35.1pp | 217.08%-194.4pp |
| Employer contribution / active EE | $1,411 | $2,918-51.6% | $2,555-44.8% | $4,299-67.2% |
| Participant deferral / active EE | $4,239 | $5,230-18.9% | $4,581-7.5% | $6,507-34.9% |
| Admin fee / account holder | $17 | $9,693-99.8% | $8,261-99.8% | $12,624-99.9% |