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 | $82,499 | $109,327-24.5% | $89,391-7.7% | $158,922-48.1% |
| Participation rate | 70.0% | 74.3%-4.3pp | 68.0%+2.0pp | 82.0%-12.0pp |
| Annual return | 17.24% | 345.68%-328.4pp | 245.62%-228.4pp | 302.83%-285.6pp |
| Employer contribution / active EE | $1,007 | $3,170-68.2% | $2,586-61.1% | $4,761-78.9% |
| Participant deferral / active EE | $2,327 | $4,598-49.4% | $3,890-40.2% | $5,982-61.1% |
| Admin fee / account holder | $20 | $6,153-99.7% | $4,881-99.6% | $11,246-99.8% |