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 | $34,892 | $135,635-74.3% | $110,238-68.3% | $135,375-74.2% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.8%-2.0pp | 82.6%-4.9pp |
| Annual return | 13.45% | 513.19%-499.7pp | 314.74%-301.3pp | 519.73%-506.3pp |
| Employer contribution / active EE | $1,479 | $4,906-69.9% | $3,826-61.3% | $4,779-69.0% |
| Participant deferral / active EE | $4,825 | $5,506-12.4% | $4,672+3.3% | $5,609-14.0% |
| Admin fee / account holder | $79 | $11,457-99.3% | $8,547-99.1% | $10,827-99.3% |