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 | $139,304 | $93,346+49.2% | $71,796+94.0% | $273,961-49.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 4.49% | 130.39%-125.9pp | 78.04%-73.6pp | 41.45%-37.0pp |
| Employer contribution / active EE | $422 | $2,733-84.6% | $1,924-78.1% | $4,869-91.3% |
| Participant deferral / active EE | $5,226 | $3,475+50.4% | $2,794+87.0% | $5,287-1.2% |
| Admin fee / account holder | $79 | $6,571-98.8% | $4,815-98.4% | $10,132-99.2% |