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 | $46,625 | $78,672-40.7% | $109,143-57.3% | $85,850-45.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 12.15% | 25.09%-12.9pp | 25.75%-13.6pp | 318.53%-306.4pp |
| Employer contribution / active EE | $1,139 | $2,735-58.4% | $3,722-69.4% | $2,565-55.6% |
| Participant deferral / active EE | $5,359 | $3,467+54.6% | $4,653+15.2% | $3,952+35.6% |
| Admin fee / account holder | $181 | $5,469-96.7% | $6,752-97.3% | $6,260-97.1% |