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 5-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 | $48,816 | $133,922-63.5% | $116,228-58.0% | $142,382-65.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.17% | 147.76%-130.6pp | 90.06%-72.9pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,510 | $3,446-56.2% | $2,994-49.6% | $4,299-64.9% |
| Participant deferral / active EE | $9,520 | $5,672+67.8% | $4,953+92.2% | $6,507+46.3% |
| Admin fee / account holder | $187 | $14,945-98.8% | $11,989-98.4% | $12,624-98.5% |