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 | $49,731 | $112,881-55.9% | $90,951-45.3% | $158,922-68.7% |
| Participation rate | 89.5% | 74.7%+14.7pp | 69.0%+20.5pp | 82.0%+7.5pp |
| Annual return | 16.81% | 215.79%-199.0pp | 134.60%-117.8pp | 302.83%-286.0pp |
| Employer contribution / active EE | $1,632 | $2,893-43.6% | $2,122-23.1% | $4,761-65.7% |
| Participant deferral / active EE | $2,129 | $4,128-48.4% | $3,373-36.9% | $5,982-64.4% |
| Admin fee / account holder | $149 | $8,041-98.1% | $5,959-97.5% | $11,246-98.7% |