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 | $74,750 | $227,553-67.2% | $189,557-60.6% | $167,490-55.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 19.75% | 78.40%-58.6pp | 64.17%-44.4pp | 478.56%-458.8pp |
| Employer contribution / active EE | $893 | $5,316-83.2% | $4,412-79.8% | $4,837-81.5% |
| Participant deferral / active EE | $4,184 | $7,002-40.2% | $6,174-32.2% | $6,341-34.0% |
| Admin fee / account holder | $237 | $11,878-98.0% | $9,807-97.6% | $12,309-98.1% |