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 | $29,148 | $210,648-86.2% | $177,989-83.6% | $145,922-80.0% |
| Participation rate | 84.6% | 80.8%+3.9pp | 77.1%+7.5pp | 80.3%+4.3pp |
| Annual return | 9.72% | 385.86%-376.1pp | 294.48%-284.8pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,101 | $4,565-75.9% | $3,949-72.1% | $4,660-76.4% |
| Participant deferral / active EE | $5,269 | $6,958-24.3% | $6,276-16.0% | $6,688-21.2% |
| Admin fee / account holder | $195 | $12,013-98.4% | $10,363-98.1% | $13,397-98.5% |