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 | $22,092 | $99,020-77.7% | $86,590-74.5% | $147,584-85.0% |
| Participation rate | 90.0% | 76.3%+13.7pp | 73.5%+16.5pp | 82.8%+7.2pp |
| Annual return | 9.71% | 1312.34%-1302.6pp | 964.84%-955.1pp | 578.55%-568.8pp |
| Employer contribution / active EE | $863 | $3,132-72.4% | $2,839-69.6% | $4,876-82.3% |
| Participant deferral / active EE | $2,388 | $3,972-39.9% | $3,609-33.8% | $5,439-56.1% |
| Admin fee / account holder | $4 | $5,710-99.9% | $4,906-99.9% | $10,885-100.0% |