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 | $58,474 | $124,281-53.0% | $109,143-46.4% | $167,490-65.1% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 22.07% | 26.04%-4.0pp | 25.75%-3.7pp | 478.56%-456.5pp |
| Employer contribution / active EE | $845 | $4,207-79.9% | $3,722-77.3% | $4,837-82.5% |
| Participant deferral / active EE | $3,991 | $5,255-24.1% | $4,653-14.2% | $6,341-37.1% |
| Admin fee / account holder | $270 | $7,970-96.6% | $6,752-96.0% | $12,309-97.8% |