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 | $45,354 | $99,020-54.2% | $86,590-47.6% | $147,584-69.3% |
| Participation rate | 90.9% | 76.3%+14.6pp | 73.5%+17.4pp | 82.8%+8.1pp |
| Annual return | 8.78% | 1312.34%-1303.6pp | 964.84%-956.1pp | 578.55%-569.8pp |
| Employer contribution / active EE | $1,475 | $3,132-52.9% | $2,839-48.0% | $4,876-69.7% |
| Participant deferral / active EE | $5,171 | $3,972+30.2% | $3,609+43.3% | $5,439-4.9% |
| Admin fee / account holder | -$8 | $5,710-100.1% | $4,906-100.2% | $10,885-100.1% |