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 | $46,231 | $112,881-59.0% | $90,951-49.2% | $158,922-70.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 15.19% | 215.79%-200.6pp | 134.60%-119.4pp | 302.83%-287.6pp |
| Employer contribution / active EE | $1,495 | $2,893-48.3% | $2,122-29.5% | $4,761-68.6% |
| Participant deferral / active EE | $5,670 | $4,128+37.4% | $3,373+68.1% | $5,982-5.2% |
| Admin fee / account holder | $63 | $8,041-99.2% | $5,959-99.0% | $11,246-99.4% |