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 | $51,414 | $190,805-73.1% | $159,960-67.9% | $134,475-61.8% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | 7.82% | 552.23%-544.4pp | 408.60%-400.8pp | 417.96%-410.1pp |
| Employer contribution / active EE | $1,032 | $4,995-79.3% | $4,226-75.6% | $4,740-78.2% |
| Participant deferral / active EE | $5,164 | $6,923-25.4% | $6,182-16.5% | $6,400-19.3% |
| Admin fee / account holder | $209 | $10,471-98.0% | $8,698-97.6% | $11,426-98.2% |