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 | $48,506 | $30,400+59.6% | $53,898-10.0% | $84,808-42.8% |
| Participation rate | 92.0% | 46.4%+45.6pp | 55.0%+37.0pp | 68.3%+23.7pp |
| Annual return | 22.19% | 500.19%-478.0pp | 528.60%-506.4pp | 40.90%-18.7pp |
| Employer contribution / active EE | $1,643 | $603+172.6% | $932+76.3% | $2,631-37.5% |
| Participant deferral / active EE | $3,872 | $1,199+223.0% | $1,826+112.0% | $4,212-8.1% |
| Admin fee / account holder | $225 | $1,993-88.7% | $2,491-91.0% | $7,344-96.9% |