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 | $40,576 | $106,890-62.0% | $84,015-51.7% | $152,861-73.5% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 20.95% | 104.99%-84.0pp | 71.31%-50.4pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,370 | $2,734-49.9% | $1,983-30.9% | $4,762-71.2% |
| Participant deferral / active EE | $3,805 | $4,011-5.2% | $3,239+17.5% | $5,850-35.0% |
| Admin fee / account holder | $38 | $8,285-99.5% | $6,101-99.4% | $11,596-99.7% |