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 | $46,216 | $106,890-56.8% | $84,015-45.0% | $152,861-69.8% |
| Participation rate | 70.0% | 75.2%-5.2pp | 69.0%+1.0pp | 82.4%-12.4pp |
| Annual return | 26.84% | 104.99%-78.1pp | 71.31%-44.5pp | 345.32%-318.5pp |
| Employer contribution / active EE | $1,945 | $2,734-28.9% | $1,983-1.9% | $4,762-59.2% |
| Participant deferral / active EE | $3,889 | $4,011-3.1% | $3,239+20.1% | $5,850-33.5% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |