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 | $45,033 | $88,751-49.3% | $81,812-45.0% | $145,922-69.1% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.3%+0.4pp | 80.3%-7.5pp |
| Annual return | 14.16% | 1025.40%-1011.2pp | 773.79%-759.6pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,005 | $3,083-35.0% | $2,912-31.1% | $4,660-57.0% |
| Participant deferral / active EE | $2,834 | $4,643-39.0% | $4,319-34.4% | $6,688-57.6% |
| Admin fee / account holder | $22 | $8,415-99.7% | $7,386-99.7% | $13,397-99.8% |