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 | $36,610 | $63,346-42.2% | $92,233-60.3% | $70,131-47.8% |
| Participation rate | 91.7% | 68.7%+23.0pp | 76.5%+15.2pp | 69.5%+22.1pp |
| Annual return | 18.20% | 530.12%-511.9pp | 176.28%-158.1pp | 73.14%-54.9pp |
| Employer contribution / active EE | $912 | $2,471-63.1% | $3,679-75.2% | $2,342-61.1% |
| Participant deferral / active EE | $2,274 | $2,854-20.3% | $3,897-41.6% | $3,332-31.7% |
| Admin fee / account holder | $85 | $3,840-97.8% | $5,194-98.4% | $4,645-98.2% |