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 | $58,929 | $112,096-47.4% | $95,952-38.6% | $158,922-62.9% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+9.0pp |
| Annual return | 10.23% | 171.09%-160.9pp | 91.61%-81.4pp | 302.83%-292.6pp |
| Employer contribution / active EE | $2,393 | $3,198-25.2% | $2,541-5.8% | $4,761-49.7% |
| Participant deferral / active EE | $2,880 | $4,784-39.8% | $4,167-30.9% | $5,982-51.9% |
| Admin fee / account holder | $49 | $10,130-99.5% | $6,795-99.3% | $11,246-99.6% |