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 | $25,607 | $176,056-85.5% | $159,436-83.9% | $167,490-84.7% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 17.97% | 331.75%-313.8pp | 263.57%-245.6pp | 478.56%-460.6pp |
| Employer contribution / active EE | $2,408 | $5,297-54.5% | $4,829-50.1% | $4,837-50.2% |
| Participant deferral / active EE | $4,682 | $7,750-39.6% | $7,352-36.3% | $6,341-26.2% |
| Admin fee / account holder | $178 | $12,554-98.6% | $10,799-98.3% | $12,309-98.6% |