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 | $33,029 | $115,770-71.5% | $101,248-67.4% | $158,922-79.2% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 13.92% | 56.14%-42.2pp | 46.47%-32.5pp | 302.83%-288.9pp |
| Employer contribution / active EE | $798 | $4,175-80.9% | $3,660-78.2% | $4,761-83.2% |
| Participant deferral / active EE | $4,723 | $4,957-4.7% | $4,370+8.1% | $5,982-21.1% |
| Admin fee / account holder | $267 | $7,245-96.3% | $5,945-95.5% | $11,246-97.6% |