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 | $24,893 | $106,584-76.6% | $101,326-75.4% | $142,382-82.5% |
| Participation rate | 70.0% | 82.7%-12.7pp | 81.5%-11.5pp | 80.1%-10.1pp |
| Annual return | 14.10% | 36.93%-22.8pp | 36.82%-22.7pp | 217.08%-203.0pp |
| Employer contribution / active EE | $830 | $3,956-79.0% | $3,665-77.4% | $4,299-80.7% |
| Participant deferral / active EE | $2,933 | $8,297-64.7% | $7,994-63.3% | $6,507-54.9% |
| Admin fee / account holder | $121 | $11,446-98.9% | $11,185-98.9% | $12,624-99.0% |