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 | $45,693 | $104,974-56.5% | $95,585-52.2% | $142,382-67.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.05% | 210.33%-195.3pp | 38.56%-23.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $749 | $2,779-73.0% | $2,527-70.3% | $4,299-82.6% |
| Participant deferral / active EE | $2,828 | $4,352-35.0% | $4,023-29.7% | $6,507-56.5% |
| Admin fee / account holder | $193 | $6,386-97.0% | $6,127-96.9% | $12,624-98.5% |