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 | $24,821 | $76,000-67.3% | $154,107-83.9% | $64,186-61.3% |
| Participation rate | 89.6% | 70.4%+19.2pp | 83.0%+6.5pp | 69.6%+20.0pp |
| Annual return | 7.97% | 30.32%-22.3pp | 735.12%-727.2pp | 7.63%+0.3pp |
| Employer contribution / active EE | $1,357 | $3,351-59.5% | $5,298-74.4% | $2,381-43.0% |
| Participant deferral / active EE | $3,793 | $3,175+19.5% | $5,081-25.3% | $3,470+9.3% |
| Admin fee / account holder | $67 | $5,596-98.8% | $13,411-99.5% | $4,888-98.6% |