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 | $39,771 | $91,190-56.4% | $178,490-77.7% | $79,858-50.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 20.34% | 24.19%-3.8pp | 151.07%-130.7pp | 31.71%-11.4pp |
| Employer contribution / active EE | $4,238 | $3,256+30.2% | $5,011-15.4% | $2,471+71.5% |
| Participant deferral / active EE | $5,846 | $3,236+80.6% | $5,202+12.4% | $3,740+56.3% |
| Admin fee / account holder | $53 | $6,751-99.2% | $13,984-99.6% | $5,306-99.0% |