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 | $41,551 | $63,346-34.4% | $92,233-54.9% | $70,131-40.8% |
| Participation rate | 78.7% | 68.7%+10.1pp | 76.5%+2.2pp | 69.5%+9.2pp |
| Annual return | 12.97% | 530.12%-517.1pp | 176.28%-163.3pp | 73.14%-60.2pp |
| Employer contribution / active EE | $799 | $2,471-67.7% | $3,679-78.3% | $2,342-65.9% |
| Participant deferral / active EE | $2,698 | $2,854-5.5% | $3,897-30.8% | $3,332-19.0% |
| Admin fee / account holder | $128 | $3,840-96.7% | $5,194-97.5% | $4,645-97.3% |