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 | $23,517 | $202,432-88.4% | $169,368-86.1% | $139,434-83.1% |
| Participation rate | 84.6% | 81.1%+3.5pp | 77.1%+7.5pp | 80.3%+4.3pp |
| Annual return | 16.69% | 531.74%-515.1pp | 405.60%-388.9pp | 372.94%-356.3pp |
| Employer contribution / active EE | $1,063 | $4,692-77.4% | $4,013-73.5% | $4,751-77.6% |
| Participant deferral / active EE | $4,473 | $6,938-35.5% | $6,221-28.1% | $6,710-33.3% |
| Admin fee / account holder | $142 | $10,708-98.7% | $9,003-98.4% | $11,403-98.8% |