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 5-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 | $39,646 | $176,056-77.5% | $159,436-75.1% | $167,490-76.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.83% | 331.75%-309.9pp | 263.57%-241.7pp | 478.56%-456.7pp |
| Employer contribution / active EE | $4,830 | $5,297-8.8% | $4,8290% | $4,837-0.2% |
| Participant deferral / active EE | $22,698 | $7,750+192.9% | $7,352+208.7% | $6,341+257.9% |
| Admin fee / account holder | $289 | $12,554-97.7% | $10,799-97.3% | $12,309-97.7% |