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 | $24,303 | $226,064-89.2% | $182,532-86.7% | $152,861-84.1% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.0%+10.9pp | 82.4%+6.4pp |
| Annual return | 24.75% | 192.51%-167.8pp | 148.54%-123.8pp | 345.32%-320.6pp |
| Employer contribution / active EE | $594 | $4,978-88.1% | $4,076-85.4% | $4,762-87.5% |
| Participant deferral / active EE | $1,595 | $6,368-74.9% | $5,524-71.1% | $5,850-72.7% |
| Admin fee / account holder | $169 | $10,703-98.4% | $8,592-98.0% | $11,596-98.5% |