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 | $46,326 | $107,334-56.8% | $92,893-50.1% | $152,861-69.7% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 21.87% | 145.58%-123.7pp | 109.41%-87.5pp | 345.32%-323.4pp |
| Employer contribution / active EE | $2,761 | $4,221-34.6% | $3,653-24.4% | $4,762-42.0% |
| Participant deferral / active EE | $7,933 | $4,845+63.8% | $4,236+87.3% | $5,850+35.6% |
| Admin fee / account holder | $150 | $7,079-97.9% | $5,794-97.4% | $11,596-98.7% |