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 | $47,228 | $65,409-27.8% | $98,442-52.0% | $85,850-45.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 13.77% | 21.76%-8.0pp | 1492.73%-1479.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $1,605 | $2,168-26.0% | $2,960-45.8% | $2,565-37.4% |
| Participant deferral / active EE | $4,456 | $3,166+40.7% | $4,276+4.2% | $3,952+12.8% |
| Admin fee / account holder | $249 | $4,593-94.6% | $5,949-95.8% | $6,260-96.0% |