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 | $52,093 | $144,119-63.9% | $117,854-55.8% | $147,584-64.7% |
| Participation rate | 76.9% | 83.4%-6.5pp | 79.7%-2.7pp | 82.8%-5.9pp |
| Annual return | 19.18% | 531.15%-512.0pp | 335.08%-315.9pp | 578.55%-559.4pp |
| Employer contribution / active EE | $1,779 | $4,896-63.7% | $3,786-53.0% | $4,876-63.5% |
| Participant deferral / active EE | $5,109 | $5,316-3.9% | $4,482+14.0% | $5,439-6.1% |
| Admin fee / account holder | $224 | $10,886-97.9% | $8,020-97.2% | $10,885-97.9% |