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 | $19,205 | $107,334-82.1% | $92,893-79.3% | $152,861-87.4% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 21.85% | 145.58%-123.7pp | 109.41%-87.6pp | 345.32%-323.5pp |
| Employer contribution / active EE | $900 | $4,221-78.7% | $3,653-75.4% | $4,762-81.1% |
| Participant deferral / active EE | $2,642 | $4,845-45.5% | $4,236-37.6% | $5,850-54.8% |
| Admin fee / account holder | $35 | $7,079-99.5% | $5,794-99.4% | $11,596-99.7% |