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 | $53,384 | $124,185-57.0% | $108,410-50.8% | $167,490-68.1% |
| Participation rate | 80.0% | 82.3%-2.3pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 12.76% | 1379.64%-1366.9pp | 905.27%-892.5pp | 478.56%-465.8pp |
| Employer contribution / active EE | $1,495 | $4,187-64.3% | $3,558-58.0% | $4,837-69.1% |
| Participant deferral / active EE | $6,031 | $6,908-12.7% | $6,563-8.1% | $6,341-4.9% |
| Admin fee / account holder | $203 | $9,455-97.9% | $7,295-97.2% | $12,309-98.4% |