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 | $42,603 | $63,346-32.7% | $92,233-53.8% | $70,131-39.3% |
| Participation rate | 79.3% | 68.7%+10.6pp | 76.5%+2.8pp | 69.5%+9.8pp |
| Annual return | 16.45% | 530.12%-513.7pp | 176.28%-159.8pp | 73.14%-56.7pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,310 | $2,854+16.0% | $3,897-15.0% | $3,332-0.6% |
| Admin fee / account holder | $15 | $3,840-99.6% | $5,194-99.7% | $4,645-99.7% |