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 | $53,417 | $209,411-74.5% | $178,490-70.1% | $158,922-66.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.22% | 188.75%-171.5pp | 151.07%-133.8pp | 302.83%-285.6pp |
| Employer contribution / active EE | $1,661 | $5,706-70.9% | $5,011-66.8% | $4,761-65.1% |
| Participant deferral / active EE | $4,814 | $5,954-19.2% | $5,202-7.5% | $5,982-19.5% |
| Admin fee / account holder | $191 | $17,074-98.9% | $13,984-98.6% | $11,246-98.3% |