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 | $24,246 | $77,419-68.7% | $69,455-65.1% | $152,861-84.1% |
| Participation rate | 82.6% | 78.1%+4.5pp | 74.6%+8.0pp | 82.4%+0.2pp |
| Annual return | 24.54% | 39.06%-14.5pp | 28.97%-4.4pp | 345.32%-320.8pp |
| Employer contribution / active EE | $435 | $3,315-86.9% | $2,779-84.3% | $4,762-90.9% |
| Participant deferral / active EE | $1,648 | $4,414-62.7% | $3,535-53.4% | $5,850-71.8% |
| Admin fee / account holder | $44 | $6,207-99.3% | $3,839-98.9% | $11,596-99.6% |