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 | $56,385 | $108,172-47.9% | $77,482-27.2% | $158,922-64.5% |
| Participation rate | 77.8% | 64.4%+13.4pp | 54.2%+23.6pp | 82.0%-4.2pp |
| Annual return | 7.89% | 31.67%-23.8pp | 54.79%-46.9pp | 302.83%-294.9pp |
| Employer contribution / active EE | $755 | $1,325-43.0% | $986-23.5% | $4,761-84.1% |
| Participant deferral / active EE | $3,174 | $2,456+29.2% | $1,861+70.5% | $5,982-46.9% |
| Admin fee / account holder | $5 | $3,708-99.9% | $2,858-99.8% | $11,246-100.0% |