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 | $47,076 | $52,279-10.0% | $89,391-47.3% | $79,858-41.1% |
| Participation rate | 72.0% | 57.5%+14.5pp | 68.0%+4.0pp | 69.6%+2.4pp |
| Annual return | 19.61% | 22.16%-2.6pp | 245.62%-226.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $403 | $1,572-74.3% | $2,586-84.4% | $2,471-83.7% |
| Participant deferral / active EE | $2,205 | $2,740-19.5% | $3,890-43.3% | $3,740-41.1% |
| Admin fee / account holder | $34 | $3,356-99.0% | $4,881-99.3% | $5,306-99.4% |