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 | $47,995 | $201,272-76.2% | $184,203-73.9% | $145,922-67.1% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 14.70% | 29.00%-14.3pp | 28.81%-14.1pp | 561.29%-546.6pp |
| Employer contribution / active EE | $2,527 | $7,022-64.0% | $6,427-60.7% | $4,660-45.8% |
| Participant deferral / active EE | $11,182 | $9,806+14.0% | $9,131+22.5% | $6,688+67.2% |
| Admin fee / account holder | $32 | $16,364-99.8% | $13,901-99.8% | $13,397-99.8% |