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 | $41,944 | $176,056-76.2% | $159,436-73.7% | $167,490-75.0% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 20.99% | 331.75%-310.8pp | 263.57%-242.6pp | 478.56%-457.6pp |
| Employer contribution / active EE | $2,140 | $5,297-59.6% | $4,829-55.7% | $4,837-55.8% |
| Participant deferral / active EE | $3,642 | $7,750-53.0% | $7,352-50.5% | $6,341-42.6% |
| Admin fee / account holder | $25 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |