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 | $34,647 | $144,119-76.0% | $117,854-70.6% | $147,584-76.5% |
| Participation rate | 78.3% | 83.4%-5.2pp | 79.7%-1.4pp | 82.8%-4.6pp |
| Annual return | 12.22% | 531.15%-518.9pp | 335.08%-322.9pp | 578.55%-566.3pp |
| Employer contribution / active EE | $1,488 | $4,896-69.6% | $3,786-60.7% | $4,876-69.5% |
| Participant deferral / active EE | $4,451 | $5,316-16.3% | $4,482-0.7% | $5,439-18.2% |
| Admin fee / account holder | $260 | $10,886-97.6% | $8,020-96.8% | $10,885-97.6% |