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 | $48,684 | $115,770-57.9% | $101,248-51.9% | $158,922-69.4% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 18.02% | 56.14%-38.1pp | 46.47%-28.5pp | 302.83%-284.8pp |
| Employer contribution / active EE | $1,614 | $4,175-61.3% | $3,660-55.9% | $4,761-66.1% |
| Participant deferral / active EE | $6,339 | $4,957+27.9% | $4,370+45.1% | $5,982+6.0% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |