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 | $54,007 | $100,041-46.0% | $149,718-63.9% | $70,131-23.0% |
| Participation rate | 79.6% | 83.6%-4.0pp | 87.1%-7.5pp | 69.5%+10.1pp |
| Annual return | 24.05% | 27.43%-3.4pp | 1501.63%-1477.6pp | 73.14%-49.1pp |
| Employer contribution / active EE | $1,295 | $3,662-64.6% | $5,445-76.2% | $2,342-44.7% |
| Participant deferral / active EE | $5,523 | $4,983+10.9% | $6,569-15.9% | $3,332+65.8% |
| Admin fee / account holder | $100 | $8,286-98.8% | $11,283-99.1% | $4,645-97.8% |