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 | $47,704 | $83,477-42.9% | $125,175-61.9% | $72,985-34.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 20.57% | 25.78%-5.2pp | 43.79%-23.2pp | 81.00%-60.4pp |
| Employer contribution / active EE | $2,369 | $2,345+1.0% | $3,865-38.7% | $2,440-2.9% |
| Participant deferral / active EE | $3,238 | $3,585-9.7% | $4,937-34.4% | $3,607-10.2% |
| Admin fee / account holder | $5 | $5,517-99.9% | $9,702-100.0% | $5,124-99.9% |