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 | $54,192 | $107,334-49.5% | $92,893-41.7% | $152,861-64.5% |
| Participation rate | 84.6% | 79.8%+4.8pp | 76.0%+8.6pp | 82.4%+2.2pp |
| Annual return | 24.81% | 145.58%-120.8pp | 109.41%-84.6pp | 345.32%-320.5pp |
| Employer contribution / active EE | $940 | $4,221-77.7% | $3,653-74.3% | $4,762-80.3% |
| Participant deferral / active EE | $2,811 | $4,845-42.0% | $4,236-33.6% | $5,850-52.0% |
| Admin fee / account holder | $27 | $7,079-99.6% | $5,794-99.5% | $11,596-99.8% |