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 | $29,575 | $114,047-74.1% | $96,139-69.2% | $167,490-82.3% |
| Participation rate | 71.4% | 75.1%-3.6pp | 68.4%+3.0pp | 82.1%-10.7pp |
| Annual return | 20.58% | 189.88%-169.3pp | 191.94%-171.4pp | 478.56%-458.0pp |
| Employer contribution / active EE | $425 | $3,427-87.6% | $2,797-84.8% | $4,837-91.2% |
| Participant deferral / active EE | $3,441 | $5,194-33.7% | $4,349-20.9% | $6,341-45.7% |
| Admin fee / account holder | $93 | $6,897-98.6% | $5,537-98.3% | $12,309-99.2% |