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 | $30,625 | $82,882-63.0% | $127,761-76.0% | $72,985-58.0% |
| Participation rate | 70.0% | 71.5%-1.5pp | 79.0%-9.0pp | 69.5%+0.5pp |
| Annual return | 25.90% | 32.20%-6.3pp | 26.14%-0.2pp | 81.00%-55.1pp |
| Employer contribution / active EE | $0 | $3,346-100.0% | $4,574-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,090 | $4,791-56.4% | $6,021-65.3% | $3,607-42.1% |
| Admin fee / account holder | $265 | $6,487-95.9% | $9,395-97.2% | $5,124-94.8% |