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 | $46,105 | $112,096-58.9% | $95,952-51.9% | $158,922-71.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 20.99% | 171.09%-150.1pp | 91.61%-70.6pp | 302.83%-281.8pp |
| Employer contribution / active EE | $1,585 | $3,198-50.4% | $2,541-37.6% | $4,761-66.7% |
| Participant deferral / active EE | $3,895 | $4,784-18.6% | $4,167-6.5% | $5,982-34.9% |
| Admin fee / account holder | $62 | $10,130-99.4% | $6,795-99.1% | $11,246-99.4% |