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 | $40,455 | $112,881-64.2% | $90,951-55.5% | $158,922-74.5% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 15.01% | 215.79%-200.8pp | 134.60%-119.6pp | 302.83%-287.8pp |
| Employer contribution / active EE | $596 | $2,893-79.4% | $2,122-71.9% | $4,761-87.5% |
| Participant deferral / active EE | $3,220 | $4,128-22.0% | $3,373-4.5% | $5,982-46.2% |
| Admin fee / account holder | $225 | $8,041-97.2% | $5,959-96.2% | $11,246-98.0% |