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 | $46,568 | $99,020-53.0% | $86,590-46.2% | $147,584-68.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.10% | 1312.34%-1298.2pp | 964.84%-950.7pp | 578.55%-564.4pp |
| Employer contribution / active EE | $4,312 | $3,132+37.7% | $2,839+51.9% | $4,876-11.6% |
| Participant deferral / active EE | $5,232 | $3,972+31.7% | $3,609+45.0% | $5,439-3.8% |
| Admin fee / account holder | $195 | $5,710-96.6% | $4,906-96.0% | $10,885-98.2% |