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 | $26,271 | $85,766-69.4% | $136,294-80.7% | $70,131-62.5% |
| Participation rate | 71.8% | 74.2%-2.4pp | 81.9%-10.1pp | 69.5%+2.3pp |
| Annual return | 24.28% | 31.45%-7.2pp | 5155.94%-5131.7pp | 73.14%-48.9pp |
| Employer contribution / active EE | $2,200 | $2,966-25.8% | $4,695-53.1% | $2,342-6.1% |
| Participant deferral / active EE | $4,769 | $5,051-5.6% | $6,247-23.7% | $3,332+43.1% |
| Admin fee / account holder | $54 | $5,420-99.0% | $9,243-99.4% | $4,645-98.8% |