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 9-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 | $41,813 | $100,852-58.5% | $90,404-53.7% | $158,922-73.7% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.7%0pp | 82.0%-9.2pp |
| Annual return | 15.05% | 1724.20%-1709.2pp | 1293.02%-1278.0pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,544 | $3,689-58.1% | $3,262-52.7% | $4,761-67.6% |
| Participant deferral / active EE | $4,847 | $4,348+11.5% | $3,963+22.3% | $5,982-19.0% |
| Admin fee / account holder | $167 | $6,501-97.4% | $5,611-97.0% | $11,246-98.5% |