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 | $33,679 | $74,888-55.0% | $71,209-52.7% | $142,382-76.3% |
| Participation rate | 93.8% | 76.2%+17.5pp | 73.8%+20.0pp | 80.1%+13.6pp |
| Annual return | 13.54% | 345.14%-331.6pp | 282.51%-269.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $489 | $2,854-82.9% | $2,721-82.0% | $4,299-88.6% |
| Participant deferral / active EE | $1,228 | $4,454-72.4% | $4,175-70.6% | $6,507-81.1% |
| Admin fee / account holder | $7 | $5,568-99.9% | $5,349-99.9% | $12,624-99.9% |