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 | $48,483 | $91,190-46.8% | $178,490-72.8% | $79,858-39.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 19.24% | 24.19%-4.9pp | 151.07%-131.8pp | 31.71%-12.5pp |
| Employer contribution / active EE | $2,817 | $3,256-13.5% | $5,011-43.8% | $2,471+14.0% |
| Participant deferral / active EE | $3,251 | $3,236+0.5% | $5,202-37.5% | $3,740-13.1% |
| Admin fee / account holder | $116 | $6,751-98.3% | $13,984-99.2% | $5,306-97.8% |